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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 products associated with it. The lead value will ...
Mon, 24 Feb, 2020 at 3:02 PM
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 in the pipeline. Select Sources from the le...
Mon, 24 Feb, 2020 at 3:09 PM
Removing products from a lead
You can remove products from a lead by clicking on the lead from Pipeline View Select the Products option from the left menu and click on Remove, ...
Mon, 24 Feb, 2020 at 3:03 PM
Creating filter to sort leads
You can create a filter for leads based on their products, sources, contacts, zones, or assignees. Filters are user account specific and both Admin and User...
Mon, 24 Feb, 2020 at 3:07 PM
Deleting lead filters
You can delete existing filters by clicking on Manage Filters in the Pipeline menu or alternatively, you can go to the Settings menu and select the Filters ...
Mon, 24 Feb, 2020 at 3:08 PM
Disable Leads Filter
You can disable the applied lead filter by clicking on Disable filter option in Pipeline menu.
Mon, 24 Feb, 2020 at 3:08 PM
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 in the pipeline. Select  Zones from the left...
Mon, 24 Feb, 2020 at 3:10 PM
Importing Leads
You can import your existing leads both from a CSV file or an Excel file into your ClinchPad account. To import leads, select the option Settings from the ...
Mon, 24 Feb, 2020 at 3:12 PM
Exporting Active Leads
You can export your existing active leads to either a CSV file or an Excel file from your ClinchPad account. To export leads, select the option Settings fr...
Mon, 24 Feb, 2020 at 3:13 PM
Exporting Archived Leads
You can export your archived leads either to a CSV file or an Excel file from your ClinchPad account. To export leads, select the option Settings from the ...
Mon, 24 Feb, 2020 at 3:15 PM