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Presentation


 

Types of Leads

 


Lead Training

Please find the detailed training here.


Process Overview


 

Definitions & Objectives


What you can do inside Leads :


  • Create a New Lead
  • Convert into Contact
  • Convert into Account
  • Add Related Objects
  • Clone the Lead

 

Learn more by using Lemon learning :

 

 

Related articles in Wiki (Classic) :


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