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Presentation


 

Types of Leads

 

Process Overview


 

Definitions & Objectives


 

 














Related articles :


Lead Training

Please find the detailed training here.


What you can do inside Leads :


  • Create a New Lead
  • Identify duplicates
  • Convert into Account/Contact
  • Convert into Sample, Customer Request or Quote
  • Clone the Lead

 

Learn more by using Lemon learning :


The best way to get IT support is to use the new Service One Platform.