Managing Leads

Capture, assign and convert leads.

• Bulk actions on leads
  Update, assign, or tag many leads at once instead of one at a time.
• Assigning leads and logging notes
  Give a lead an owner, and keep a running history of every conversation.
• Understanding lead statuses and the pipeline
  What each stage means and when a lead moves between them.
• Duplicate detection & round-robin
  Never call the same person twice.
• Importing leads via CSV
  Bulk-add leads from a spreadsheet.