Updating Leads
Updating Your Leads OverviewHow 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