Bulk Edit Name Email Attachment Deal Score Engagement Score Sentiment Score Phone Notes Company Name Actions
Vipul Universell [email protected] - 0 0 0 800-026-0025 Add Note
Vipul Universell [email protected] - 0 0 0 800-026-0025

Schedule dolor sit amet consectetur adipisicing elit. Cumque voluptatibus voluptas, unde eius laudantium atque at repudiandae eveniet alias rem maxime explicabo totam adipisci, omnis asperiores, labore maiores libero molestiae.

Vipul Universell [email protected] - 0 0 0 800-026-0025 Add Note
Vipul Universell [email protected] - 0 0 0 800-026-0025

Schedule dolor sit amet consectetur adipisicing elit. Cumque voluptatibus voluptas, unde eius laudantium atque at repudiandae eveniet alias rem maxime explicabo totam adipisci, omnis asperiores, labore maiores libero molestiae.

Vipul Universell [email protected] - 0 0 0 800-026-0025 Add Note
Vipul Universell [email protected] - 0 0 0 800-026-0025

Schedule dolor sit amet consectetur adipisicing elit. Cumque voluptatibus voluptas, unde eius laudantium atque at repudiandae eveniet alias rem maxime explicabo totam adipisci, omnis asperiores, labore maiores libero molestiae.

Vipul Universell [email protected] - 0 0 0 800-026-0025 Add Note
Vipul Universell [email protected] - 0 0 0 800-026-0025

Schedule dolor sit amet consectetur adipisicing elit. Cumque voluptatibus voluptas, unde eius laudantium atque at repudiandae eveniet alias rem maxime explicabo totam adipisci, omnis asperiores, labore maiores libero molestiae.

Vipul Universell [email protected] - 0 0 0 800-026-0025 Add Note
Vipul Universell [email protected] - 0 0 0 800-026-0025

Schedule dolor sit amet consectetur adipisicing elit. Cumque voluptatibus voluptas, unde eius laudantium atque at repudiandae eveniet alias rem maxime explicabo totam adipisci, omnis asperiores, labore maiores libero molestiae.

id Lead Status Color Actions
104759285471 Closed

#FFFFFF

Script Name Script Created date Created by Actions
104759285471 Closed 09.22.2022 14:27 Support KM
Cus. Id Customer Name Email Phone Status Birth Date gender Secondary Name Secondary Contact Phone Secondary Contact Email Website Company Name Number of Employees/Agents Zone Dynamic Company Adress Billing Address Shipping Address Customer Address Customer City Customer State Customer zip Lead Source Funnel Source Deal Size Created Date Updated Date Action
104759285471 Jne Cooper [email protected] Sanjay Mybmr 168 012 345 67 89 Company AB Company AB Company AB Company AB Company AB Company AB Company AB Company AB Company AB Company AB Company AB Company AB Company AB Company AB Company AB Company AB Company AB Company AB Company AB Company AB Company AB

Script Name Script Created date Created by Actions
104759285471 Closed 09.22.2022 14:27 Support KM
id Name Email Attachment Lead Scoring Phone Company Name Actions
104759285471 Jne Cooper [email protected] Sanjay Mybmr 168 012 345 67 89 Company AB

Script Name Script Created date Created by Actions
104759285471 Closed 09.22.2022 14:27 Support KM

Enter Lead

Deals in play: 2

Deals value: 0

id Name Email Attachment Lead Scoring Phone Company Name Actions
104759285471 Jne Cooper [email protected] Sanjay Mybmr 168 012 345 67 89 Company AB

Script Name Script Created date Created by Actions
104759285471 Closed 09.22.2022 14:27 Support KM
Customer ID Customer Name Email Phone Secoundary Contact Number Agency Name Customer ZIP Lead Source Funnel Source Deal Size Note Created Date Deactivated Date Actions
10475 Jne Cooper [email protected] 8569743214 9876543210 XYZ company 206078 High Paid 856 Add Note 30.10.2023 30.10.2023
10475 Jne Cooper [email protected] 8569743214 9876543210 XYZ company 206078 High Paid 856

Lorem ipsum dolor sit amet consectetur.

30.10.2023 30.10.2023

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Manage People Getting Started

0 of 8 modules complete

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Easily add new leads, prospects, or customers to your CRM module for effective customer management.
Complete the following Steps:

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Create, organize, and manage essential information about customers.
Complete the following Steps:

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Efficiently manage your list of leads for streamlined communication and follow-ups.
Complete the following Steps:

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Organize and track your prospects effectively with Prospect List.
Complete the following Steps:

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Easily access and manage deactivated customer records for your reference and records.
Complete the following Steps:

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Effortlessly import and organize people data into your system.
Complete the following Steps:

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Create a customer group and efficiently target and communicate with them.
Complete the following Steps:

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Easily organize your customers into groups for targeted engagement.
Complete the following Steps: