Leads management

How to Add a Note to Lead Timeline? ConvertLead > Left-Hand Menu > Leads - Follow the above-mentioned workflow to land on the Leads screen. - Click the icon from the specific lead’s row for which you want to view the timeline. Figure 81 Lead Timeline - From the lead timeline screen, navigate to the bottom. - To add a note to the timeline, click the button. Figure 82 Add Note - This opens a free te...

How to Edit an Existing Lead? ConvertLead > Left-Hand Menu > Leads - Follow the above-mentioned workflow to land on the Leads screen. - Here, for a specific lead you want to edit, click the icon. Doing so reveals a couple of options. Figure 75 Three Dot Icon - From these options, select Edit. This opens the Edit Lead window. Figure 76 Edit - Here, all the fields you filled while creating the selected lead are d...

How to Create a Lead? ConvertLead > Left-Hand Menu > Leads - Follow the above-mentioned workflow to land on the Leads screen. - To create a new lead, click the button next to the search bar at the top-right corner of the screen. Figure 64 Create Lead - This opens the Create Lead window. - Here, enter the name of the person who has come as a lead using the Full Name field. Figure 65 Full Name - Se...

How to View Existing Leads? - Upon successful login, you land on the Campaigns dashboard. - Navigate to the left-hand menu. - From this menu, click the icon. Doing so takes you to the Leads section. Figure 54 Leads - Here, all the leads that you have created are listed. - Information is tabulated via a number of columns that include Status, Name, Assigned To, phone Number, Company, Source, and Actions. F...