Search Knowledge Base Articles
What is Lead Management?
A lead (sometimes known as a sales lead) is someone who is interested in the product or service you offer. Lead management is the process of gathering leads, tracking their interactions with your sales people, agents, and marketing campaigns, determining whether or not they're sales-ready (qualifying them), and engaging with them until they buy your products or services.
Did you find this article useful?
Related Articles
-
How can I access support?
You are not alone, we are here for you! Step 1 - Within your Client portal, select the Support tab&#... -
How do I add a New Staff Member?
To add a new staff member: Step 1 - Navigate to the Setup tab located at the bottom of your lef... -
How can I print a chart from my Human Resource (HR) dashboard?
Human Resources (HR) is at the heart of every organization. HR clearly outlines job descriptions, ro... -
How do I Import a Staff List?
Step 1 - Navigate to Human Resources > Human Resources. Step 2 - From there select the Import fro... -
What is an Org Chart?
An Organization (Org) chart provides a list and a visual of your organization's structure. The ...