Managing Customer Records
Lead Management
Ordering, Registration & Delivery
User Administration & Other Tools
BDC
Aftersales
Need More Support

Lead Management

Leads Management

3 Videos

Leads E-Learning

How To Process A Lead If The Customer Is Not Reachable

0:57

How To Process A Lead With a Negative Result

1:17

How To Process A Lead With A Positive Result

1:51

E-Learning Links

CG502207W01 – Managing Leads

CG502208W01 – Processing A Lead With Negative Result

CG502209W01 – Enhanced Leads Management

CG502212W01 – Assign a Lead

CG502274W02 – Put A Lead On Hold – Unreached

CG502275W03 – Convert A Lead Into An Opportunity (Positive Result)

Handy PDF Guides

BDC Leads Overview
BDC Reviewing Leads
Freespee
How To Assign Leads To The Users In The Network For Contact
How To Close An Opportunity
How To Get Access To C1st
Leads Notifications Set-Up
How To Close An Opportunity
Multibrand C1st Login Instructions
Understanding Leads Scoring
Understanding The Difference Between A Lead & An Opportunity
What Is An Opportunity?
How to Deactivate a User