Procedures Use the procedures in this section to set up several screens necessary for tracking lead/contact information. Related Topics:Set Up and Track Lead/Contact Information Follow the procedures in this section to set up lead/contact information and track leads/contacts based on status, qualified stage, and other information. Parent Topic: Manage Leads and Contacts HomeCRM & ContractsResourcesLeads and ContactsManage Leads and ContactsProcedures
Procedures Use the procedures in this section to set up several screens necessary for tracking lead/contact information. Related Topics:Set Up and Track Lead/Contact Information Follow the procedures in this section to set up lead/contact information and track leads/contacts based on status, qualified stage, and other information. Parent Topic: Manage Leads and Contacts HomeCRM & ContractsResourcesLeads and ContactsManage Leads and ContactsProcedures