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Leads
Leads are the details collected about an individual or representatives of an organization. They play a very important role in the Sales and Marketing department of an organization and are useful to identify people interested in our products or ...
Edit Leads
To edit leads we must go to the Prospect Management tab; Select the lead you want to edit On the lead detail screen, press the edit button After modifying the information, scroll down and press the "Update" button
Add Leads
In Freesteps you can keep the track of your leads. For instance: While traveling you met a person who showed some interest in your product or service. You exchanged business cards and assured them you would contact him or her again with more details ...
What is a lead?
Leads are an individual or representatives of an organization interested in our product ir service. You could see more information regarding leads in Freesteps here.
Is there lead records limit?
Yes, there is a limit of 25 leads records. After 25, it is recommended that you start using a dedicated customer management platform such as CRM.