Support Center

Leads

  • Marking a lead as won

    Marking lead as won will mean that you have successfully clinched the deal. A lead can be marked as won from a...

    Jan 24, 2014 02:30PM IST
  • Marking a lead as lost

    You can mark a lead as lost for several reasons such as a lost deal, inactive deal for a time period, etc. A l...

    Jan 24, 2014 02:30PM IST
  • Restoring archived leads

    Restoring an archived lead will move it back to the same stage in the pipeline from where it was archived. If ...

    Jan 14, 2014 06:27PM IST
  • Getting Started - My Todo List

    My Todo List helps you plan the activities that you need to perform for different leads from a single place. I...

    Jan 14, 2014 06:22PM IST
  • Setting/Changing Lead Currency

    You can set or modify the currency within your account. The currency set by you will be used to store the lead...

    Jan 15, 2014 12:32PM IST
  • Adding contacts to a lead

    Contacts form an integral part of communication required for any lead. Contacts can be added to your lead to i...

    Jan 14, 2014 05:28PM IST
  • Removing contacts from a lead

    You can remove contacts from a lead by clicking on the lead from the Pipeline view, Select the option Cont...

    Jan 14, 2014 05:26PM IST
  • Adding fields to a lead

    You can create customized fields to store any information pertaining to a lead such as client's mobile no, cli...

    Jan 14, 2014 05:13PM IST
  • Removing fields from a lead

    You can remove fields from a lead by clicking on the lead from the Pipeline view, Select the Fields option ...

    Jan 14, 2014 05:11PM IST
  • Integrating Emails using Maildrop

    Each lead that you create will be assigned a unique id known as the maildrop id which look will like - 2bsxsau...

    Jan 14, 2014 03:59PM IST
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