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Leads

Published on April 6, 2020
< 1 min read
Client Management
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< 1 min read
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In this video tutorial, you will learn about the lead section and how to navigate its different tabs. The lead section is composed of different tabs namely submissions, notes, appointments, emails, docs, duplicates, scoring, and campaigns. This video will show you the importance of each tab and how it helps you to be well-organized in all your clients’ information and journey.

April 20, 2020