Working with leads and contacts
- Adding leads
- Bringing leads into Sell from different sources
- Merging leads or contacts
- Editing lead and contact profile information
- Adding contacts
- Assigning leads and contacts to a company
- About companies and employees
- Setting up and publishing the lead capture form
- Changing the owner of a lead or contact
- Importing leads, contacts, and deals into Sell
- Deleting leads and contacts
- Converting leads
- Converting a contact back to a lead
- Using the lead status label
- Scoring your leads and deals
- Understanding and using the prospect and customer statuses
- Tracking leads and contacts by industry
- Defining a company hierarchy
- Adding leads
- Bringing leads into Sell from different sources
- Merging leads or contacts
- Editing lead and contact profile information
- Adding contacts
- Assigning leads and contacts to a company
- About companies and employees
- Setting up and publishing the lead capture form
- Changing the owner of a lead or contact
- Importing leads, contacts, and deals into Sell
- Deleting leads and contacts
- Converting leads
- Converting a contact back to a lead
- Using the lead status label
- Scoring your leads and deals
- Understanding and using the prospect and customer statuses
- Tracking leads and contacts by industry
- Defining a company hierarchy