CRM Tutorial: Leads Tab

CRM Tutorial: Leads Tab

June 02, 2014

Learn how to create, view, and manipulate your leads data. While Contacts shows anyone who has had their data collected by Sonar or other sources, Leads focuses in specifically on clients who you have had interactions with or otherwise begin to work with. You can sort, manipulate and filter this data and more. For additional info on the CRM and on other important app features, review our video tutorials and resource center.

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