Leads
This query allows you to see at which stage the lead conversion is and calculation of a conversion rate. You can filter by: Type Source Sales lead stag...
Fri, 2 Jun, 2023 at 10:26 AM
This query allows you to follow turnover generated by leads.
Fri, 2 Jun, 2023 at 10:26 AM
This query allows you to monitor the processing of leads. You can see whether a lead has been processed, within the deadline (deadlines configurable by inst...
Fri, 2 Jun, 2023 at 10:27 AM
Leads are archived after a pre-defined period of time. DEADLINES Lead archiving time settings can be configured. The default is 12 months for "to...
Fri, 8 Dec, 2023 at 2:48 PM
LINK A LEAD AND A PRE-EXISTING DEAL From the LEADS menu, it is possible for users with the appropriate right to link a lead to a deal. To proceed, press th...
Fri, 22 Dec, 2023 at 2:57 PM