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Leads Module
A lead funnel is a process where a potential customer becomes aware of your products and services, shows interest, and hopefully moves through the funnel as a paying customer. The Sandbox funnel provides a visual representation of your leads allowing ...
Leads Overview
Please click the link below to go through an overview of the Leads screen and it's functionality. https://app.arcade.software/share/vEdJDYouiY8LHrOjpKwx
Fiscal Periods
The fiscal period is set up during tenant implementation. To create additional fiscal periods, go to Settings > Fiscal Periods and click + Create YYYY for next fiscal period. To view current periods, click on the triangle next to the year to view the ...
View and Edit Lead
Let's understand what we are looking at when viewing the Sales>Leads screen. The left panel of this screen displays a filterable pipeline value by team member and monthly estimated value. To filter simply click on the segment and the data showing on ...
Create Lead
There are 2 ways to create a lead. You can either "Create a Lead" from the Sales>Leads screen using the "Create Lead" button. OR you can create a lead from a Company record using the Create Lead button. This will open a new lead screen. Simply fill ...