Leads
Learn how to get leads from partners, share leads, manage lifecycle, etc
- How to get leads from referral links?
- How to submit leads on behalf of partners?
- How to share leads with partners?
- How to detect channel conflicts on leads?
- How to customize the Lead Submission Form?
- How to set up acknowledgement emails for Leads?
- How to manage referral links for your partners?
- How to export data?
- How to auto-accept leads?
- Personal lead form
- How to prevent my partners from submitting leads?
- How to mention?
- How to write a note?
- How to comment on a note?
- How to create a task?
- How to copy values when converting a Lead to a Deal?
- How to use Views?
- How to re-assign a lead?