Contents
- Steps for managing the lead cards
- 1. After creating the opportunity, click on the edit icon from the top right.
- 2. Click on ‘Prospecting’ tab.
- 3. Prospecting is a form that you can configure from the setup. Select the fields from the custom fields.
- 4. Click on the ‘Tags’ tab.
- 5. Enter the tag manually or select the existing tag by clicking on ‘View Existing Tag’.
- 6. Click on ‘Documents’ from the left menu, and click on the ‘Add’ icon from the top.
- 7. Enter the document details such as name, category, date, descriptions, tags, and image.
- 8. Click on ‘Action Item’ from the left menu.
- 9. You can generate a specific action item for the opportunity. After entering the action item name, click on ‘Add’ to include the action item.
- 10. Select the edit icon for the specific action item, then input additional details such as description, tags, date, time, and resource for the action item, and then click on ‘Done’.
- 11. Click on the ‘Notes’ from the left menu.
- 12. Select the entity add the conversation and then click on ‘Share’.
- 13. You can review both current and past recorded conversations from here. On the left, you will see a timelapse and you can view messages belonging to that timeframe.
- 14. Click on ‘Communicate’ from the left menu.
- 15. Select the pre-built email which is built from the setup.
- 16. Pre-Built Email will pop up, click on send, and your email will be sent successfully.
- 17. Click on ‘History’ from the left menu. You can view the lead card history from the productivity and communication tabs.
Steps for managing the lead cards
1. After creating the opportunity, click on the edit icon from the top right.
Note: Learn ‘How To – Add an Opportunity‘.
2. Click on ‘Prospecting’ tab.
3. Prospecting is a form that you can configure from the setup. Select the fields from the custom fields.
Note: Learn ‘How To – Add a Custom Form‘.
4. Click on the ‘Tags’ tab.
5. Enter the tag manually or select the existing tag by clicking on ‘View Existing Tag’.
9. You can generate a specific action item for the opportunity. After entering the action item name, click on ‘Add’ to include the action item.
Note: Learn more about notes features from here ‘How To – Record and Track Notes‘.
13. You can review both current and past recorded conversations from here. On the left, you will see a timelapse and you can view messages belonging to that timeframe.
15. Select the pre-built email which is built from the setup.
16. Pre-Built Email will pop up, click on send, and your email will be sent successfully.
