Sales Creatio, team edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

Working on the process

To run the lead management process, click the [Qualify] button, which is displayed in the list when selecting a lead record or on the new lead page.

Use the workflow bar and action panel at the top of the lead page (Fig. 1) to manage a lead stages. With the workflow bar, you can switch to any stage, skip a stage or return to any previous one.

Using the action panel, you can manage activities created when managing a lead. Customer need details, lead management history and other information are available on the tab dashboard. Check tips for each stage by hovering the cursor over the btn_info.png icon.

Fig. 1 Lead management process

specs_leads_dashboard_actionsboard.png 

See also

Lead stages

Leads FAQ

Video tutorials

Lead management

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