Presentation

 

Types of Leads

 



Process Overview


 

 

Definitions & Objectives



 

 














Related articles :


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 :