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Lead Management

track / trace leads

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Written by CRM Support
Updated over 3 months ago

You may trace your leads here by using searches and filters.

How are the Leads tracked? Simply by selecting the Leads tab from one of the CRM's lower tabs.

In this area you may want to filter your leads

Simply click the funnel icon in Leads' upper right corner.

After that, a screen will appear, and you may filter it by choosing the status, state sales representative, and setter, if applicable.

This is also what it shows on the website, app.thed2dcrm.com.


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