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Lead Management

Lead Management

All about the lead and prospect management

17 articles in this collection

Written by Shruti Patel , Nikita T , Kinjal R

Candidate Management

Add Lead

Track your sales activities and related information into the system.

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Written by Shruti Patel

15 May 2020

Candidate Management

Lead Call Reminder

Set up a call reminder for Lead so you never miss the call.

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Written by Nikita T

18 May 2020

Candidate Management

Lead Task

Add tasks for your team to have better control over the work process.

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Written by Nikita T

18 May 2020

Candidate Management

Change Status of Lead

Change the status of Leads according to your workflow.

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Written by Nikita T

18 May 2020

Candidate Management

Check History of Lead Status

Track your progress of your Leads and check how much time the user took to convert the Lead into Client.

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Written by Nikita T

18 May 2020

Candidate Management

Change Owner of Lead

Transfer your ownership if you are on leave for certain days.

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Written by Shruti Patel

18 May 2020

Candidate Management

Grid View & List View - Leads

You can change the view of the data according to the requirement in the form of Lists and Grids.

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Written by Shruti Patel

18 May 2020

Candidate Management

Convert Lead as Client

When Lead/Prospect gets agree to do business & ready to sign a long term contract, you can convert the Lead as your Client.

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Written by Shruti Patel

18 May 2020

Candidate Management

Send Email to Leads

Send email to the Leads from the system.

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Written by Nikita T

18 May 2020

Candidate Management

Send Mass Email to Leads

Send mass emails to Leads and do the best engagement and promotion with Leads.

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Written by Kinjal R

18 May 2020

Candidate Management

Lead Tracking - Sales Workflow

Track all the Leads to manage them easily and precisely.

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Written by Nikita T

19 May 2020

Candidate Management

Add Contacts to Lead

You can add the contact person details of your Lead into the system.

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Written by Shruti Patel

20 May 2020

Candidate Management

Lead Notes

Capture any information about Lead like communication, key points, summary etc.

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Written by Shruti Patel

20 May 2020

Candidate Management

Lead Call History

Record the summary of calls into the system with the help of Call History option.

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Written by Shruti Patel

20 May 2020

Candidate Management

Lead Files

Store the eCopy of Important Documents

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Written by Shruti Patel

31 July 2020

Candidate Management

Edit Lead Information

Edit the information of the Leads, which was created before.

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Written by Kinjal R

6 August 2021

Candidate Management

Email Sequence Campaign

The benefits of an email sequence campaign are to enhance your marketing efforts through consistent follow-ups and ongoing engagement with your audience. It is Ideal for targeted campaigns and exclusive offers.

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Written by Shruti Patel

9 May 2024

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