Leads
- Adding a File
- Adding a Lead
- Adding a Note
- Adding Activity to a Lead or Opportunity
- Default Sorting for Pipelines
- Duplicating a Lead or Opportunity
- Editing a Lead
- Leads
- Marking a Lead as Lost
- Moving a Lead Through Pipeline Stages
- Qualifying a Lead as an Opportunity
- Starting a Conversation with a User
- Viewing a Lead
- Working with the Leads Area