Lead Management

Lead Management is the second tier of setting up the InsideSale.com system. The database should now be ready to start accepting leads. This section will demonstrate all aspects of managing leads in the InsideSales.com CRM.

  1. CAMPAIGNS DESCRIPTION
  2. CREATING A CAMPAIGN
  3. IMPORTING LEADS FROM A SPREADSHEET
    1. PREPARING A SPREADSHEET FOR UPLOADING

    2. IMPORTING LEADS
  4. OTHER METHODS OF ADDING LEADS
  5. MANAGING LEADS IN A CAMPAIGN
  6. MANAGING LEADS IN THE LEADS TAB
  7. BASIC SEARCH
  8. ADVANCED SEARCH 1
  9. ADVANCED SEARCH 2
  10. SAVED SEARCH
  11. MASS UPDATE
  12. EXPORTING DATA
  13. GLOBAL SEARCH
  14. VIEWING RECORDS
  15. RELATED LIST INFORMATION
  16. EDITING LEADS
  17. ADDING ATTACHED ITEMS
  18. RE-ASSIGN LEAD OWNERSHIP
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