TT – Managing Leads using OpenCRM

This week’s Tuesday Tip is to highlight a couple of features that can be used hand in hand with the Leads module itself…

Round Robin to distribute records to the sales team equally, action plans to automate the creation of Activities, custom views to find lists of records to action, and finally the use of automated notifications to draw attention where further action is needed.

We have all of the tools needed to create a fantastic customer experience from opportunity to lead to fully-fledged customer! And all of this is available right out of the box. No need to pay extra for upgrades or plugins!

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