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 ...

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...

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, ...

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...

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 ...

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

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...

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 ...

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...

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 ...