Actions in the [Leads] section

In addition to the basic actions, there are several additional actions available in the [Leads] section.

Set up customer needs

This action opens the content of the [Need types] lookup for editing. On the lookup page, you can add, edit or delete needs. Here you can also select products that correspond to each need.

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Evaluate predictive score

Initiate calculation of the probability for successful conversion of selected leads to opportunities. Read more >>>