Login  Contact us
    Product
    • Sales
      • CRM

      • Contracts

      • Estimates

    • Email Marketing
      • Email Marketing

    • Billing
      • Invoices

      • Expenses report

    • Services
      • Help Desk

      • Projects & Timesheets

      • Work Orders

    • Procurement
      • Distribution Management

      • Supply Chain

    • Integration

      Stay connected to the apps you already use.

  • Pricing
  • Why Apptivo
    • Comparison
      • ACT
      • Zoho
      • Copper
      • Vtiger
      • Saleforce
      • CapsuleCRM
      • SugarCRM
      • More comparison...
    • Case Studies
      • Case Studies
      • Reviews
    • Industries
      • Travel & Hospitality
      • Real Estate
      • Retail & Wholesale
      • Manufacturing
      • Non-Profit &
      • Utility & Energy
    Company
    • About Us
    • Jobs
    • News Room
    • Partners
    Resources
    • Onboarding
      • Consulting Services
    • Education
      • What's New
      • Blogs
      • Starter Guide
      • User Manual
      • Answers
    • User Resource
      • Webinars
      • Developer API
  • Schedule Demo
  • Try For Free

Menu
Contact us Login
  • Product
    • Sales

      Complete CRM tools to centralize your data.

      • CRM

      • Contracts

      • Estimates


    • Email Marketing

      Send personalised bulk emails to your audience.

      • Email Campaign


    • Billing

      Built-in billing software with invoicing features.

      • Invoices

      • Expenses report


    • Services

      Acquire superior support and project management.

      • Help Desk

      • Projects & Timesheets

      • Work Orders


    • Procurement

      Manage your orders and inventory seamlessly.

      • Distribution Management

      • Supply Chain


    • Integration

      Stay connected to the apps you already use.

  • Pricing
  • Why Apptivo
    • Comparison
      • ACT
      • Zoho
      • Copper
      • Vtiger
      • Saleforce
      • CapsuleCRM
      • SugarCRM
      • More comparison...

    • Case Studies
      • Case Studies
      • Reviews

    • Industries
      • Travel & Hospitality
      • Real Estate
      • Retail & Wholesale
      • Manufacturing
      • Non-Profit & NGO
      • Utility & Energy
  • Company
    • About Us
    • Jobs
    • News Room
    • Partners
  • Resources
    • Onboarding
      • Consulting Services

    • Education
      • What's New
      • Blogs
      • Starter Guide
      • User Manual
      • Answers

    • User Resource
      • Webinars
      • Developer API
  • Schedule Demo
  • Try For Free
  • Leads App Documentation
  • Leads Attributes
  • Leads Navigation
  • Leads Dashboard
  • Leads Basic Features
    • Create Lead
    • Lead Conversion
    • About “Trash” in Apptivo App
  • Configuration Features

Leads Basic Features

The basic features are the special features in leads. The following section describes each and every feature in detail.

Lead Creation

  • Entering data in leads creation page
  • Collecting leads through emails
  • Collecting leads through webform
  • Collecting leads through API
  • Importing Leads from other sources

Leads Conversion

  • Convert lead into customer
  • Convert lead into contact
  • Convert lead into opportunity

Trash Feature

  • Deleted leads
  • Archived leads
  • Restore
  • Delete forever

Custom view of Leads

  • My views
  • Views shared by others

Access Privileges

  • Collaboration
  • Custom attributes
  • Left panel views
  • Reports
Leads Basic Features was last modified: November 4th, 2020 by pkuppusamy
loading
close

Company

  • About Us
  • In the News
  • Blog
  • Partners Program
  • Careers
  • Terms of Service
  • Privacy Policy
  • Data Security
  • SLA
  • Contact Us

Compare CRM

  • Act
  • Zoho CRM
  • Salesforce
  • Freshsales
  • Vtiger
  • SugarCRM
  • PipeDrive
  • Copper (formerly ProsperWorks)
  • Monday.com
  • Capsule
  • More Comparison..

Support

  • Webinars
  • Product Demo
  • Developer Central
  • Product Updates
  • Knowledge Base
  • Applications
  • Case Studies
  • Reviews
  • FAQ

APPS

CERTIFIED

© Copyright 2023 Apptivo Inc

  • → Get Started Free!
  • Schedule Demo