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Managing Leads Training Webinar

In this session we’ll look at how to configure and manage your pipeline in CRM for leads, enquiries and prospects.

Who should attend?

This session is recommended for users that work in sales or marketing.

What does it cover?

  • Finding new leads with “Prospect Hunter”
  • Adding leads to CRM
  • Getting leads into CRM with web forms
  • Configuring your lead pipeline
  • Managing and viewing your lead pipeline
  • Reporting and dashboards
  • Creating quotes, orders and invoices
  • Marketing to your leads


To book your spot please select the session you would like to attend and fill in your details.

If you can’t make it to a live training webinar, we have a range of online resources about the topics covered in this session:


Join our Training on Managing Leads

Following are the upcoming sessions you can register for. Sessions will be recorded.


About the Webinar

Can I ask questions?

YES!! We encourage you to ask as many questions as you need to. Simply pop your question into the Q&A box during the session and we’ll take care of it.

Who should join?

Training benefits new users, those on a trial or anyone interested in learning more about CRM. Business owners, sales and marketing teams, operations managers and anyone involved in purchasing or product management.

Can I have a recording of the session?

The sessions are recorded and will be made available afterwards in case you wish to share it with your team or refer back to it.

Customer Success Stories

BluSky Products Group
  • Wayne Gates
  • BluSky Products Group
Fabulous Catering
  • Adam Pope
  • Fabulous Catering
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