CRM - Customer Relationship Management

Lead Management

How to Search Leads:

You can search for the leads, their details and the status accessing the page using CRM → Search Leads menu

You can search based on the following fields

  • Lead Name
  • Lead Owner
  • Status

Using this screen, you could perform below activities

  • Manage the tasks associated with the lead in the Task tab
  • Manage the events associated with the lead in the Events tab
  • Manage the calls associated with the lead in the Calls tab
  • Manage the contacts associated with the lead in the Contact tab
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