CRM

The Leads List

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

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.

Configuring Qualities and Stages

You can classify your leads using a Quality attribute and a Stage attribute. The first one indicates if it’s a good or a bad lead. The second one is in which stage of the sales process the lead is. You can configure your own qualities and stages.