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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 any stage in the pipeline. To mark a lead as w...
Mon, 24 Feb, 2020 at 2:55 PM
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 lead can be marked as lost from any stage in th...
Mon, 24 Feb, 2020 at 2:55 PM
Restoring archived leads
Restoring an archived lead will move it back to the same stage in the pipeline from where it was archived. If that stage has been deleted, then it will move...
Mon, 24 Feb, 2020 at 2:56 PM
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. It collectively displays all the different todo...
Mon, 24 Feb, 2020 at 2:57 PM
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 value in that particular currency. The defaul...
Mon, 24 Feb, 2020 at 2:57 PM
Adding contacts to a lead
Contacts form an integral part of communication required for any lead. Contacts can be added to your lead to identify the essential people associated with t...
Mon, 24 Feb, 2020 at 2:58 PM
Removing contacts from a lead
You can remove contacts from a lead by clicking on the lead from the Pipeline view,  Select the option Contacts from the left menu and click on the Remo...
Mon, 24 Feb, 2020 at 2:59 PM
Adding fields to a lead
You can create customized fields to store any information pertaining to a lead such as client's mobile no, client preferred time of contact etc. To ad...
Mon, 24 Feb, 2020 at 3:21 PM
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 from the left menu and click on the delete ico...
Mon, 24 Feb, 2020 at 3:00 PM
Integrating Emails using Maildrop
Each lead that you create will be assigned a unique id known as the maildrop id which look will like - 2bsxsaua.b28gaxxn@maildrop.clinchpad.com. All email ...
Mon, 24 Feb, 2020 at 3:01 PM