You can rate a lead from the detailed lead view. You may want to do this to identify how 'hot' of a lead it is. Underneath the image, you can rate the lead out of 5 stars by clicking on the stars which you can search for later by using the rating criteria.
Articles in this section
- Web Dashboard / Simple CRM Training Video & Overview
- Admin/Manager - Training videos on how to set up/customize your program through the dashboard/CRM.
- Overview of the CRM/Dashboard
- Different views of the Dashboard/CRM
- How to set up a "What is a good lead?" program on your dashboard/CRM video.
- Multiple pipelines/Campaigns video
- Training video on how to Customize Sale Cycle Stages
- How to customize fields in the Dashboard/CRM video
- How to Switch Between Pipelines/Campaigns
- Setting up your rewards program video