Leads

Leads are the people, more specifically prospects, who can be converted to Deals, Contacts and Accounts.

Leads can be added manually to the CRM or can be imported through a spread sheet or through web forms etc. You will be able to store all the required information of a Lead in ConvergeHub. You will be able to view, add and edit all possible contact details you have for a Lead. You will also be able to map a Lead with all the possible relationships (if any) with Accounts and Contacts.

You will learn more on managing leads from the following sections: