Getting Started with Lead Management
TL;DR: Capture, track, and convert sales leads.
What is Lead Management?
Track potential customers through the sales pipeline:
- Capture leads
- Assign to sales team
- Track conversion
- Generate reports
Quick Start
Add a Lead
- Navigate to Leads
- Click + Add Lead
- Enter contact info
- Assign to team member
- Save
Track Pipeline
View leads by stage (New, Contacted, Qualified, Converted).