Support Center

Leads

  • Adding products to a lead

    Products can be added to a lead to identify the offering for that particular lead. Leads can have multiple pro...

    Jan 14, 2014 03:36PM IST
  • Removing products from a lead

    You can remove products from a lead by clicking on the lead from Pipeline View, Select the Products option...

    Jan 14, 2014 03:33PM IST
  • Creating filter to sort leads

    You can create a filter for leads based on their products, sources, contacts, zones, or assignees. Filters are...

    Jan 15, 2014 05:03PM IST
  • Deleting lead filters

    You can delete existing filters by clicking on Manage Filters in the Pipeline menu or alternatively, you can g...

    Jan 13, 2014 06:56PM IST
  • Disable Leads Filter

    You can disable the applied lead filter by clicking on Disable filter option in Pipeline menu. This will re...

    Jan 13, 2014 04:27PM IST
  • Adding Source to Leads

    You can add source to any lead to identify the origin of the lead. To add fields to a lead click on the lead ...

    Jan 13, 2014 12:16PM IST
  • Adding Zones to Leads

    You can add zones to any lead to identify the location of the lead. To add zones to a lead click on the lead ...

    Jan 13, 2014 10:56AM IST
  • Importing Leads

    You can import your existing leads both from a CSV file or an Excel file into your ClinchPad account. To impo...

    Jan 15, 2014 01:03PM IST
  • Exporting Active Leads

    You can export your existing active leads to either a CSV file or an Excel file from your ClinchPad account. ...

    May 26, 2014 02:17PM IST
  • Exporting Archived Leads

    You can export your archived leads either to a CSV file or an Excel file from your ClinchPad account. To expo...

    May 26, 2014 12:21PM IST
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