Working with leads and contacts
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Adding leads
What's my plan? A lead is a yet to be qualified person, company, or business opportunity that, once qualified, can... -
Bringing leads into Sell from different sources
What's my plan? There are a number of ways that you can bring leads into Sell. For example, you can import existing... -
Merging leads or contacts
What's my plan? If you discover that you’ve added duplicate versions of leads or contacts, you can easily merge the... -
Editing lead and contact profile information
What's my plan? You can edit the profile information for your leads and contacts. This includes the profile informat... -
Adding contacts
What's my plan? A contact is a person or company that you have qualified or have done business with in the past. A le... -
Assigning leads and contacts to a company
What's my plan? In Sell, you can create contacts that are either categorized as a person or a company. When you creat... -
About companies and employees
What's my plan? In Sell, you can create person contacts and company contacts. Person contacts are not required to be ... -
Setting up and publishing the lead capture form
What's my plan? You can capture leads directly into your sales funnel using a customizable embedded or hosted form.... -
Changing the owner of a lead or contact
What's my plan? Each lead and contact in Sell can be assigned an owner. Usually, this is the person that is the prima... -
Importing leads, contacts, and deals into Sell
What's my plan? Closing deals in Sell all starts with having the right data imported. This means importing your cur...