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  1. Teamgate
  2. KNOWLEDGE BASE
  3. LEADS

LEADS

Learn how to generate leads and convert them into customers.

  • How can I use Leads in Teamgate?
  • How to enable/disable or arrange columns in the list of Leads, People, Companies or Deals?
  • How to sort Leads list and manage pages?
  • How to enable a grid view in Leads, People, Companies list?
  • What is Lead Scoring?
  • What is a Lead status in Teamgate?
  • How can I convert a Lead?
  • How to convert a lead to a contact?
  • How to use bulk actions in Leads?
  • Leads - Unqualified Reasons
  • How to edit Leads?
  • What is Lead's card?
  • How to make my Leads starred?
  • What are custom fields and how to manage them in Leads?
  • How to copy email or phone number to clipboard in Leads?
  • How to use Smart menu in Leads?
  • How to send a newsletter to my Leads?
  • How to merge duplicates?
  • What is Lead source?
  • How to plan new activity from Leads?
  • How to create a new Lead?
  • How can I tag a Lead?
  • How can I find all my Leads?
  • How to send a SMS to Leads?
  • How to edit flags in Leads?
  • How can I change owner of a Lead?
  • How can I delete a Lead?
  • How to use search?
  • What is "What's up?"

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