Welcome to Lead Management! Click on the link below to learn how to start using the most common features and tools available within the Lead Management area of the platform.

Use this guide on-the-job, to aid you as you work through a variety of tasks. Upon completion of the guide, you will be able to do the following: 

•    Navigate the Lead Management area of the platform

•    Access and manage your leads

•    Convert leads to opportunities

•    Access and manage your opportunities

•    Identify setting options

Click here to access the guide.