Leads

Help articles to view, create, upload, edit, and delete leads by sales reps

Leads - Overview
To view or perform all lead-related actions, click on ‘Leads’ on the top navigation page. 1 → To upload new leads, click on the 'UPLOAD&...
Wed, 21 Apr, 2021 at 3:45 PM
Upload New Leads
To perform all lead-related actions, click on ‘Leads’ in the top menu bar. To upload more than one lead at a time, we recommend that you use the ‘UPLOAD...
Wed, 21 Apr, 2021 at 4:05 PM
Add New Lead
To perform all lead-related actions, click on ‘Leads’ in the top navigation bar. To add a new lead, click on the ‘ADD LEAD’ button on the top right co...
Wed, 21 Apr, 2021 at 4:49 PM
View Target Leads
To view your target leads, click on ‘Leads’ in the top menu bar. Tip - To find a lead quickly, use the search bar on the top of the page. Target lea...
Thu, 17 Dec, 2020 at 10:21 PM
View Qualified Leads
To view your qualified leads, click on ‘Leads’ in the top menu bar, and navigate to the ‘Qualified’ tab. Tip - To find a lead quickly, use the search ba...
Thu, 17 Dec, 2020 at 10:23 PM
View Lost Leads
To view your lost leads, click on ‘Leads’ in the top menu bar and navigate to the ‘Lost Leads’ tab. Tip - To find a lead quickly, use the search...
Thu, 17 Dec, 2020 at 10:25 PM
View Won Leads
To view the list of leads that you’ve won, click on ‘Leads’ in the top menu bar and navigate to the ‘Won Leads’ tab. The listings can be filtered and sorted...
Thu, 17 Dec, 2020 at 10:26 PM
Edit Lead
To perform all lead-related actions, click on ‘Leads’ in the top navigation bar. To edit a lead, click on the three dots at the end of that lead’s row. ...
Wed, 21 Apr, 2021 at 4:59 PM
Add Product and Pipeline to Lead
To perform all lead-related actions, click on ‘Leads’ in the top navigation bar. To add a product and pipeline to a lead, click on the three dots at the...
Thu, 17 Dec, 2020 at 10:29 PM
Delete Lead
To perform all lead-related actions, click on ‘Leads’ in the top menu bar. To delete a lead, click on the three dots at the end of that lead’s row. ...
Thu, 17 Dec, 2020 at 10:30 PM