Leads App Documentation

Leads App manages all your business and sales leads. Businesses gain access to sales leads through advertising, direct mailings and other marketing sources. The sales process begins once a sales lead is identified, qualified and placed into a company’s sales pipeline. The lead’s contact information is used to make outbound sales calls, send sales e-mails and provide direct marketing material.The quality of the sales lead depends on whether the individual or business was motivated to provide its contact information.

Integration

Leads App doesn’t support your business with leads; it comes with many other apps to run your business. All apps are deeply integrated which communicate with one another. The qualified leads can be converted as contact, customer and/or opportunity.

Features

  • Entering data in the lead creation page
  • Capturing leads from Email
  • Leads API
  • Associate leads with Other Records
  • Generate reports to keep track of records
  • Converting leads into contacts, customers and opportunities
  • Customizing left panel views
  • Customizing default column view