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.
- CAMPAIGNS DESCRIPTION
- CREATING A CAMPAIGN
- IMPORTING LEADS FROM A SPREADSHEET
- OTHER METHODS OF ADDING LEADS
- MANAGING LEADS IN A CAMPAIGN
- MANAGING LEADS IN THE LEADS TAB
- BASIC SEARCH
- ADVANCED SEARCH 1
- ADVANCED SEARCH 2
- SAVED SEARCH
- MASS UPDATE
- EXPORTING DATA
- GLOBAL SEARCH
- VIEWING RECORDS
- RELATED LIST INFORMATION
- EDITING LEADS
- ADDING ATTACHED ITEMS
- RE-ASSIGN LEAD OWNERSHIP


