How to Create a Lead
1) In the top ribbon, select "Create". 2) Select "Lead" from the drop-down menu. 3) Enter the lead information, the req...
Tue, 20 Oct, 2015 at 11:35 AM
Qualifying or Disqualifying a Lead
When on the "Leads" tab, you will have multiple options along the ribbon near the top of the screen. Selecting "Qualify" will ...
Tue, 20 Oct, 2015 at 11:41 AM
How To Convert An Incoming Email To A Case Or Lead - INCOMPLETE
Tue, 20 Oct, 2015 at 11:46 AM