Leads
A practical guide to the Leads module.
- Creating and managing LeadsCreation, field values, and day-to-day management of Lead.
- Lead list, Kanban, filters, and templateswidgets list, filters, Save views, summaries, and Kanban.
- Lead card and workflowCard tabs, actions, Tasks, and the sales process flow.
- Converting a Lead and assigning it to a ContactCreating a new Contact or linking to an existing Contact.
- Leads stages, sources, and settingsAdministration of stages, sources, Kanban, and general module rules.
- Leads MapLeads geographic view, markers, and map filters.
- Leads Email Integration and AutomationMailbox scanning, email recognition, and rules for duplicate emails.
- Leads Import and Bulk ActionsFile preparation and import, result verification, and safe use of bulk actions.