Leads in Workbooks are used to record details of a person and/or organisation who you have not yet qualified as being a 'real' prospect. They are a valuable source of new business so it's important that they're managed well and actioned quickly.
- Enter Leads manually;
- Import Leads in bulk;
- Set up a Web2Lead form so that the details of people completing a form on your website are automatically added to your Leads;
- Follow up and track your Leads;
- Convert Leads to People and Organisations and automatically generate Opportunity records;
- Add Leads to a Marketing Campaign.