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
Download full pdf version of Lead Management User Guide for Pipeliner CRM.
Administration & Setup
Sales Pipeline Management
Sales Target Tracking
Importing Leads & Opportunities
Importing Accounts & Contacts
Add-In for MS Outlook