1. Home
  2. Lead Management CRM
  3. CRM Settings
  4. VIDEO: Lead Capture and Lead Management Settings
  1. Home
  2. Video Guides
  3. VIDEO: Lead Capture and Lead Management Settings

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.

Updated on July 22, 2024
Was this article helpful?

Related Articles

Need Support?
Can't find the answer you're looking for?
Contact Support
Buying Buddy Support