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
- Lead Linking
- Adding an After Sales / Service or Hand-off Pipeline
- Export to a CSV File
- Run a Search Using Filters in the Dashboard/CRM and Export to a CSV File
- Edit Communication Settings
- Training Videos and Overview of the Dashboard/Simple CRM and Mobile App for Managers and Sales
- Overview and Training Video of the Web Dashboard / Simple CRM for Mangers and Sales
- How to view your Campaign/Pipeline Activity
- Admin/Manager - Training videos on how to set up/customize your program through the dashboard/CRM.
- Overview of the CRM/Dashboard