Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

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.

...