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ConstructionOnline Knowledge Base

Lead Tracking

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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FAQ: Lead Tracking

What is a Lead?

What does the Lead creation, management, and conversion process look like in ConstructionOnline?

Can I have Leads populate into ConstructionOnline™ from my website?

Can I customize the details on my Lead Capture form?

Can I convert a Contact into a Lead?

How do I add a Lead to an Opportunity?

Should I delete Leads that I have moved to an Opportunity?

Can I log the calls I make for my Leads?

Can I automatically sync my Lead Calendar with my Google/Outlook Calendar?

How can I limit which Company Users can see a Lead Event?

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