Leads email integration is powerful Accentra feature who allow you to integrate leads from your email address. You can set up ...

You will always need a way to know from where you got the lead. Go to Setup -> Leads -> Sources and add new source depending on your needs. To setup default lead...

You can easily customize leads statuses so they can fit into your workflow. To add new lead status you will have to go to Setup -> Leads -> Statuses and click&...

Convert Lead to a Customer Click on the lead and wait for the modal to be opened, on the top button clic...

To view your leads report navigate to menu item Reports from the aside menu and click Leads. You can view the following reports: Weekl...

To track lead activity open a lead modal and click on the Activity log tab. All import and actions will be saved as activity log for this lead. When activity will be logged for specific lead? After lead...

Open a lead and simply select the staff member you want to assign the lead. After submitting the staff member will receive notification that you have assigned this lead....

Navigate to leads view from the main menu on the left side and click on the button new lead. You can also for quick approach add from the Quick Create menu by clicking on the top left caret and click New Lead, a modal will be open o...

Accentra Web to Lead feature allow you to build a web form based on leads fields and custom fields to place it on your website, landing page etc as an iframe. The visitors can then enter their names, email addresses, upload attachment a...