Overview | Lead Pipeline

Sales Pipeline Overview
Without a system in place, it's so easy to forget about a lead or run out of time to follow up on an inquiry. The Pipeline can be aligned to the dif...
Thu, 13 Apr, 2023 at 4:56 PM
Can I edit Contact details directly from the Leads list?
To edit contact details from your CRM Leads, without leaving the Leads list, you can click on the Client or the Contact name (clickable links are in blue), ...
Fri, 10 May, 2024 at 12:58 PM