Hi,
I created a number of new leads with the relevant information including some internal notes. However, I've just noticed that when I go back into the individual leads the information is gone i.e. address & internal notes are blank.
Hi,
I created a number of new leads with the relevant information including some internal notes. However, I've just noticed that when I go back into the individual leads the information is gone i.e. address & internal notes are blank.
Leads are temporary records that turn in to opportunities related to new or existing customers.
Check out the documentation:
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1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
Also, It would be great if somebody could explain the workflow regarding leads orpoint me to an up to date tutorial. It's a little confusing when I use "Leads" to add customer info only to find the info is added to "Customers" but "Leads" remain empty.
Anyone got ideas?