Leads

How To Convert An Incoming Email To A Case Or Lead
This article explains how to convert an incoming email to a Case or Lead.   1. On the ribbon, click the File tab. Then click New Activity and sele...
Mon, 1 Jun, 2015 at 7:42 PM
Qualifying or Disqualifying a Lead
Leads represent potential customers that can be qualified or disqualified based on criteria set by your company. How To Qualify A Lead ...
Mon, 1 Jun, 2015 at 7:43 PM
How To Create A Lead
This article explains how to create a lead. 1. In CRM, click on the Sales section on the left hand side. 2. Click the arrow on the Le...
Mon, 1 Jun, 2015 at 7:44 PM