Leads
Understand how to capture, track, and manage customer leads to improve sales efficiency.
15 articles
Adding Activities to Leads
Adding Information to a Lead
Adding Product Information, Notes, and Assets in Leads
Converting Leads to a Quote or Order
Creating a New Lead
Creating Leads from E-Commerce Inquiries
Editing the Status of a Lead
Introducing Leads
Leads Report
Leads Settings
Leads Status & Field Settings
Permissions in Leads
Reviewing the Leads Report
Transferring a Lead
Updating Lead Statuses