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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