Lead Management (CRM)
By Clive1 author21 articles
- 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