Updating Leads
Learn how to update lead information, change statuses, and manage lead records in SalesExec.
By Gabriel and 1 other2 authors5 articles
- How to Update and Manage Leads in SalesExecLearn how to edit lead information, add notes, schedule appointments, make calls, and return leads in SalesExec.
- Using Actions to Update LeadsUpdate actions like called and emailed which will move leads through your sales workflow in conjunction with updating lead status.
- How to Return Leads from the Lead Manager ScreenReturning leads is vital to ensure your bad leads get back to the lead sources that provided them
- Manually Transferring Leads to UsersUse the transfer lead feature to move leads between users, and branch locations, with ease.
- Updating Marketing Information on LeadsUpdate your lead marketing information in the lead manager screen