Managing Leads & CRM

Learn how to manage your leads and use CRM features.

  2. Managing Leads & CRM

The Leads List

Here is how to manage your leads from your Leads List.

Managing Leads & CRM CRM Leads

Managing Tasks

You can create tasks like follow-up reminders, and more. The tasks manager allows you to have tasks for each individual lead or general tasks. Here is how to use it.

Managing Leads & CRM Configuration CRM Leads