Getting started with B12Leads – Video guides

Posted on 29. Sep, 2011 by in Features, Lead Management, Lead Management Blog

 

Making B12Leads your own Lead management tool is straightforward. We have made everything intuitive so you do not need programming skills or the  help of developers. That said if there is anything you are ever unsure of then we are here to help and support so do not hesitate to get in contact .

We have put together a series of video tutorials to get you started. These cover the basic areas of adding leads, customizing your sales pipeline, to setting up your sales team and automating lead assignment.

1. Adding leads

2. Setting up Users

3. Customizing the Sales pipeline

4. Automating lead assignment

 

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