Leads

General

• Leads
• Overview of Leads
• How to Create Leads
• How to Filter by Teams in Leads
• How to Create Lead Views
• How to View Leads in Default View

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Leads

• Overview of the Lead Card
• How to Deactivate a Lead
• How to Reactivate a Lead
• How to Apply Salutations to Leads
• How to Upload Photos to a Lead Card
• How to Upload Documents to Lead Cards
• How to Edit Leads in Bulk
• How to Convert Leads into Clients
• How to Get Notified When You Have an Assigned Lead

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Pipelines

• Overview of Lead Pipelines
• How to Create a Lead Pipeline
• How to Assign a Lead to a Pipeline
• How to Reorder Your Lead Pipelines
• How to Edit and Delete a Lead Pipeline
• Lead Pipelines

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