What is a Hot Lead and how can I use it?

What is a Hot Lead and how can I use it?

What is a Hot Lead and how can I use it?

Using Hot Leads

Feature:

Mark high-potential enquiries as Hot Leads to prioritise and manage them effectively.

Steps:

  1. Flag as Hot Lead:

    • Edit the lead record and set the Hot Lead field to Yes.

  2. Filter Hot Leads:

    • Enable the Hot Lead column in the data table.

Why This Matters:

Identifying and prioritising high-value leads helps in focusing efforts on leads with the highest potential for conversion and revenue.

Tags:

Lead Management, Hot Leads, Prioritization, High-Value Leads, CRM Processes


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