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.

Evaluate predictive score

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