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How to import my leads into CRM account?
To import your leads into CRM account, do the following: Click the Leads tab. In the Leads Home page, click Import My Leads. In the Import Wizard page do the following: Click Browse to locate the required file that is to be imported. Select ...
How can I change the email address that is used to send emails to leads or contacts in CRM?
For users who do not have Mail Add on: The email address used to send mails to leads or contacts in CRM is based on the primary email address of the user. You need to change your primary email address as per your requirements and the same will be ...
Converting Leads
When there is a chance of further negotiations with a lead, it can be converted into an account, contact, and potential. In short, once the lead status has reached a certain stage, it can be qualified as a Client. On conversion, all the lead details ...
Creating Leads
In CRM, you can create leads by: Entering data in the lead details form: You can manually fill in the Lead details gathered from various external sources, e.g. trade shows, exhibitions, colleagues, business cards, etc. Importing leads from external ...
Create Leads
In CRM, you can create leads by: Entering data in the lead details form: You can manually fill in the Lead details gathered from various external sources, e.g. trade shows, exhibitions, colleagues, business cards, etc. Importing leads from external ...