Lead management features
- Automatic lead capture
- Status tracking
- Source visibility
- Search and filtering
Manage leads
- Open Sales Leads.
- Review new leads.
- Update lead status based on progress.
- Add internal context where needed.
- Export leads for reporting and follow-up.
Follow-up best practices
- Respond quickly to new qualified leads.
- Keep statuses updated for team visibility.
- Review conversion trends regularly.