Organize Leads with Tags, Groups and Categories
Tags, Categories and Groups and methods to help you organize and find your leads. Categories and Tags are especially useful...
CRM Settings
CRM Settings
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Sales Steps and Forecasting
Sales Steps and Forecasting is a great way to track your sales opportunities and is available to all types of... -
Organize Leads with Dynamic Segments
Segments are a great way to quickly manage an audience or groups of leads. Segments are defined using search criteria,... -
VIDEO: Lead Capture and Lead Management Settings
This video shows the Account options for setting up Lead Capture and Lead Management, and how how to set up categories, sales steps, lead distribution methods and automated actions for new leads.