How to Categorize Your Leads: Contact Type, Interest, Pipelines, Rating and Tags
Buying Buddy gives you five simple ways to describe every lead: Contact Type, Interest Type, the Buyer and Seller Pipelines,...
CRM Settings
CRM Settings
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Deal Stages and Forecasting
Deal stages and forecasts turn your conversations into a clear picture of the business you have coming. Every Buyer and... -
Organize Leads with Dynamic Segments
A Segment is a saved set of filters that always shows the leads that match it right now. As leads... -
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.