Lead Management

Get started right away using Pipeliner CRM’s Lead Management functionality.

Manage and Utilize Your Leads

Leads are expensive, and vital to a company’s sales operation. Pipeliner CRM empowers you to visually and rapidly manage leads and convert them to opportunities.

In the Lead Management User Guide you will learn:

  • How to create and edit leads within your Pipeline, and share them with your team
  • How to qualify Lead into Opportunity
  • How to archive lost leads, and restore them from the archive when needed
Pipeliner CRM - Lead Management

Download Lead Management User Guide for Pipeliner CRM

Download full pdf version of Lead Management User Guide for Pipeliner CRM.

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