Jan 2021: MAKING THE MOST OF THE LEADS MODULE
Learn how to use the Leads module to give your sales a boost. Integrate with a web page form to capture new leads, import trade show lists, customize to capture qualifying data, send welcome emails, track your activities. Go sales team!
00:07 INTRODUCTION AND AGENDA
03:20 LEADS MODULE OVERVIEW
10:26 ADD CUSTOM FIELDS
20:00 CREATE NEW LEAD RECORDS
48:20 CREATING ACTION PLANS AND ADDING ACTIVITIES
57:25 CONVERT QUALIFIED LEADS
100:28 REPORTS