Leads

Leads Delete a lead Delete a lead when it is a duplicate or is no longer relevant. Steps Open Leads and select the lead you want… Leads Search and filter leads The Leads list includes search and filters so you can quickly find the right leads. Search Open Leads. Type into the Search… Leads Log an activity on a lead Use activities to record your outreach and keep a history of every interaction with a lead. Logged activities appear on the lead's… Leads Convert a lead to an account and contact When a lead is qualified and ready to do business, convert it. Converting turns the lead into an account and a contact,… Leads Edit a lead Keep a lead's information current as you learn more, change its status, or reassign its owner. Steps Open Leads and select the… Leads Create a lead Create a lead whenever you want to capture a new prospect and start tracking your follow-up. Steps Open Leads from the main… Leads Leads overview Leads are potential customers you are still qualifying. The Leads area gives you one place to capture, track, and follow up with…