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integrateCRM Module
Step-by-step instructions and videos on features in the integrateCRM module, plus integrations with external systems, such as, email providers, HubSpot, Xero.
Leads & Prospects
- How to add Colours to a Lead Status
- Deleted Leads
- Creating and Managing Leads
- Creating Lead Overview Reports
- Managing Web Leads
- Managing HubSpot Leads
- Assigning a Lead and Adding a Sales Visit
- Using Prospect leads
- Finding Leads, Enquiries, and Documents
- Editing or Adding Lead Stages or Status
- Exporting Leads