Sales
Project Management
Service
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Setup

Lead Management

Track sales leads and qualify to accounts, contacts and new sales proposals.

Lead Managment Overview
Enter a Project Lead
Assign a Lead to a Salesperson
Conduct Lead Follow Up Activities
Qualify Lead to Project Proposal
Disqualify a Project Lead with Reason Code
Assign Lead to Nurture Status

Processes

Lead Management
Project Sales and Estimating
Account and Contact Management

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