New Leads
This guide covers managing leads, including creating New Leads, managing Lead Stock, handling Duplicated Leads, adding New Leads, and Uploading Leads. If you notice discrepancies between this guide and the product, please report them to ensure corrections.
New Leads
Overview The New Leads section shows all leads that have recently entered the CRM and have not ye...
Leads Stock
Overview Lead Stock contains leads that have been withdrawn from a salesman — either manually, au...
Duplicated Leads
Overview The Duplicated Leads screen shows leads that someone attempted to add more than once. In...
Add / Upload New Lead
Overview Use this to add a single lead manually into the CRM. How to Add a New Lead Go to Sales M...