CRM Main Lead

CRM Main Lead

The Lead Main tab allows you access to your most current communications and the basic information about your lead.



Example: You need to find the phone number, website, or email address of a current lead in the CRM.

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All of the important data that you will need is right here on the main Lead page.  You can go to the lead email or website by simply clicking one of the icons below the lead name.

Additional features on the Main tab:

  • Opportunity Summary
  • Hottest Item (this is a countdown to close on a current opportunity)
  • Most recent communications with that lead displayed

Tip: If you need to add a note from this screen simply click the New Communication button and fill in the appropriate boxes.

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