How to Convert an Incoming Email into a Case or Lead?
This article takes you step by step on how to convert incoming messages into a Case or a Lead with workflows. 1. Choose, Settings.   2. Click...
Mon, 1 Jun, 2015 at 7:01 PM
Qualifying or Disqualifying a Lead
Leads represent potential customers who have not yet qualified for the sales process. This article illustrates how to Qualify or Disqualify a lead. ...
Mon, 1 Jun, 2015 at 7:01 PM
How to Create a Lead?
Leads are potential customers, businesses, or entities that will eventually be qualified or disqualified. In order to manually create a lead, please follow ...
Mon, 1 Jun, 2015 at 7:02 PM