Lead Tracking

Lead Tracking

• Add a new Lead
• Import Leads from Excel
• Enable Lead Capturing on your Company Website
• Lead Tracking Feature Guide
• Sort Leads
• Filter Leads
• Edit a Lead
• Edit Lead Status
• Edit Lead Types
• Edit Lead Stages
• Edit Lead Sources
• Delete a Lead
• Export Leads to Excel
• Create a Lead Call Log
• Edit a Lead Call Log
• Attach Files to a Lead Call Log
• Delete a Lead Call Log
• Create a Lead Event
• Edit a Lead Event
• Delete a Lead Event
• Filter Lead Calendar by Sales Rep
• View Lead Calendar by Day
• View Lead Calendar by Week
• View Lead Calendar by Month
• Show/Hide Completed Lead Events
• Create Lead Tracking Reports

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