Skip to end of metadata
Go to start of metadata

Leads are the people, more specifically prospects, who can be converted to Deals, Contacts and Accounts.

Leads can be added manually to the CRM or can be imported through a spread sheet or through web forms etc. You will be able to store all the required information of a Lead in ConvergeHub. You will be able to view, add and edit all possible contact details you have for a Lead. You will also be able to map a Lead with all the possible relationships (if any) with Accounts and Contacts.

You will learn more on managing leads from the following sections:

 

  • No labels