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Efficiently manage sales lead progression using various actions:
Modify Lead Information: The application also now supports the creation and editing of contacts, providing a centralized location for managing customer information. Sales leads can also be easily edited, put on hold, or canceled, giving sales teams greater control and flexibility in their workflow.
Cancel Action: Initiate the cancellation of a lead.
Reason Requirement: Provide a reason for the cancellation.
Put On-Hold Action: Temporarily suspend a lead's progress.
Reason Requirement: Specify the reason for putting the lead on hold.
Reactivation Date: Set a reactivation date for future follow-up.
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