Lead Management

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

Lead Management2018-09-09T03:15:31+00:00

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

Download Lead Management User Guide for Pipeliner CRM

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

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