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All Categories Lead Module (CRM)

Add a "Task" to a Lead

To add a task to a lead, follow this guide. 1. Click on "Lead & Deals" in the main left menu 2. Select the lead......

published on June 14, 2023

Deal Rotting Feature

The "Deal Decomposition" feature allows you to keep your deals up to date. Once a deal is rotten, you will see how many days have......

published on August 30, 2023

Widgets - Lead Module

The widgets on the lead module will help you analyze your dealsand leads by offering a variety of reports and charts that provide actionable insights......

published on September 6, 2023
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