Lead Gen & CRM
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  • Creating and Editing Products
    Lead Gen & CRM let's you create products to enhance the effectiveness of your opportunities. Product data includes product, price, and quantity information.
    Last Updated 10/06/23

  • Understanding CRM Migration Tools
    Learn the best practices for migrating your sales opportunities and pipelines from another CRM into Lead Gen & CRM.
    Last Updated 07/26/24

  • Understanding CRM Migration File Components and Fields
    Learn what your migration files should include for the smoothest transition from another CRM into Lead Gen & CRM.
    Last Updated 07/26/24

  • Lead Gen & CRM Overview
    Get an overview of various features within the Lead Gen & CRM platform. Learn what Opportunities are capable of, learn how to use a Sales Pipeline, view and understand the different reports that are available to you, and finally, learn how you can use Accounts to track companies you work with.
    Last Updated 07/25/24


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