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Lead Management

  • Viewing Your Leads

    The Lead Management system captures all leads generated from email campaign activity. New leads are broken dow...

    Jul 27, 2016 12:56PM EDT
  • Managing Leads

    Activity done on leads can be done directly on the lead dashboard. The dashboard is a single page that lets yo...

    Aug 16, 2016 10:07AM EDT
  • Changing Stages

    Keeping track of the stage of your leads allows you to manage the progression of your leads. You can change th...

    Jun 07, 2016 02:47PM EDT
  • Converting Leads to Opportunity

    ​ When a lead is qualified and becomes serious, it is important to convert the lead into an opportunity. Conve...

    Aug 16, 2016 10:08AM EDT
  • Creating Leads Manually

    ​ Overview Apart from the leads that are created automatically through landing pages and other sources, you...

    Aug 16, 2016 10:08AM EDT
  • Updating Multiple Leads

    ​ When you have multiple leads to edit, you can update them as a group. This can save time when you have mult...

    Aug 16, 2016 10:09AM EDT
  • Creating and Managing Lead/Task Stages

    Lead Stages, or Task Stages, allow you to manage the progression of your leads. Lead stages provide you with a...

    Aug 14, 2018 01:53PM EDT
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