Updating Leads
Updating Leads
By Gabriel and 1 other2 authors5 articles
- Updating Your LeadsHow to update lead notes, appointments, edit, return, or call a lead
- Using Actions to Update LeadsUpdate actions like called and emailed which will move leads through your sales workflow in conjunction with updating lead status.
- How to Return Leads from the Lead Manager ScreenReturning leads is vital to ensure your bad leads get back to the lead sources that provided them
- Manually Transferring Leads to UsersUse the transfer lead feature to move leads between users, and branch locations, with ease.
- Updating Marketing Information on LeadsUpdate your lead marketing information in the lead manager screen