Leads
This article explains how to convert an incoming email to a Case or Lead.
1. On the ribbon, click the File tab. Then click New Activity and sele...
Mon, 1 Jun, 2015 at 7:42 PM
Leads represent potential customers that can be qualified or disqualified based on criteria set by your company.
How To Qualify A Lead
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Mon, 1 Jun, 2015 at 7:43 PM
This article explains how to create a lead.
1. In CRM, click on the Sales section on the left hand side.
2. Click the arrow on the Le...
Mon, 1 Jun, 2015 at 7:44 PM