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  • Acting on a New Lead
  • Archiving a Lead
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  • Changing the status of a lead
  • Different Types of Accounts
  • How do I archive a lead?
  • How do I change the status of a lead?
  • How do I drop or reject a lead?
  • How do I generate a payout report (manage rewards)?
  • How does the payouts / payout process work?
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Web Dashboard / Simple CRM Training Video & Overview

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Wingmate
Updated February 15, 2021 20:00
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Check out our short, high-level training video on the Web Dashboard/Simple CRM:

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