Create Templates for Canned Emails A canned email is an email with content copied from a template. All your users need to do to send...
Enforce Deal Creation During Lead Conversion Depending on the nature of your business, you may want to require a new deal to be created during lead...
Define Your Lead Sources Leads can come from different sources like your website form, email inquiries, trade shows, purchased industry lists and more. In...
Publish a Lead Form in Your Website Web forms are a good and efficient source of new leads. When a potential customer visits your website, they may...
Automatically Generate Leads from Incoming Emails If you have some role-based email accounts (eg, sales@yourcompany.com) where you are getting new email inquiries, you may want to...
