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