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Lead management

Lead management

Use a combination of automated and manual lead management options to maximize sales by routing leads to the best available salesperson.

Zoltan Wagner avatar Marcel Ursprung avatar
5 articles in this collection
Written by Zoltan Wagner and Marcel Ursprung

Lead management

Lead manager overview and leads list page
Zoltan Wagner avatar
Written by Zoltan Wagner
Updated over a week ago

Lead routing and email alerts

Send email alerts and assign leads to a salesperson when an interest is assigned to a contact via a form submission or other channels.
Zoltan Wagner avatar
Written by Zoltan Wagner
Updated over a week ago

Salesperson introduction email

Introduce your leads their assigned salesperson
Marcel Ursprung avatar
Written by Marcel Ursprung
Updated over a week ago

Dynamic lead routing

Sales workflow for dynamic lead routing
Marcel Ursprung avatar
Written by Marcel Ursprung
Updated over a week ago

Key questions

Lead qualification questions
Zoltan Wagner avatar
Written by Zoltan Wagner
Updated over a week ago