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Add a Note to Lead
Keeping track of leads is important when managing multiple prospects. Notes help you document key updates, next steps, or context, making it easier to stay organised and collaborate. Things to Keep in Mind Access: Owners, Managers, and Support can ...
Qualify a Lead
You can qualify a lead once you’ve reviewed their query and found it to be a good fit for your services. Things to Keep in Mind Owners and Managers can mark any lead as Qualified Qualifying a lead automatically converts it into an Open Deal. As part ...
Unqualify a Lead
If a lead doesn’t meet your workspace’s criteria for services, you can mark it as Unqualified to close the loop and keep your pipeline clean. Things to Keep in Mind Owners and Managers can mark any lead as Unqualified Specify why this lead is ...
Reopen a Lead
You can reopen a lead that was previously closed, in case there’s renewed interest or a need to follow up. Things to Keep in Mind Owners and Managers can reopen any closed leads. Reopened leads return to the New status. How to Reopen a Lead Go to ...
Create a Lead
Not all leads come through your store, some come through calls, referrals, or in-person meetings. Use Create Lead to manually add and track these opportunities from your workspace. Things to Keep in Mind Linked to Contacts: Every lead must be linked ...