May 6, 2023


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Course Content

Adding a lead status, Sources, Life stage.
In this video, you will learn how to effectively manage your leads by adding lead status, sources, and life stage information in your CRM system. Follow along as we walk you through the step-by-step process of customizing and configuring these fields to better track and organize your leads.

Enable after sales call, enable hours to identify duplicate leads.

Adding Leads.

Importing Leads.

Filtering the lead and assigning the Leads.

Edit, change or transfer a lead.

Adding document against each Lead.

How to know the activity log of each lead and change the status?

Lectures: 11
Students: Max 0
Level: All Levels
Language: English
Certificate: Yes