Leads (CRM) Overview
How can a lead make an online enquiry?
How do I manually add a lead?
How do I know that a lead was created?
How do I create activities for Consultants?
How do I view a lead which has been created?
How do I Assign a lead to a Consultant?
How do I see which leads have been assigned to me?
What can I do with a lead, as a consultant?
Working with tags in leads
What can be configured for Leads
Filtering leads using tags
Closing Leads
Viewing Closed Leads
Archiving a Lead
Viewing Archived Leads
Working With Activities in Leads
Adding Channels and Sources
Setting up Campaigns
Adding Companies
Configuring the online Enquiry Form