Sales Creatio, team edition
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This documentation is valid for Creatio version 7.13.0. We recommend using the newest version of Creatio documentation.

Lead management process

The lead management process starts with qualifying a new lead and continues as you nurture the lead. This changes the lead stages. The lead management process creates activities and as these activities are completed, their results influence the process flow.

Note

By default, the lead management is performed by a business process. To switch to a more flexible “case” format, disable the default lead management business process, clear the value of the [Lead management process] system setting and save it. Set up a case in the [Leads] section using the case designer.

Contents

Working on the process

Lead stages

See also

Lead qualification

Lead distribution

Lead handoff to sales

Awaiting sale

Leads FAQ

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