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!

Our Tuesday Tips series is a weekly video blog of helpful hints and tricks to use OpenCRM to its fullest capacity.

Keep an eye out for our latest Tuesday Tip and don’t forget to subscribe to our channel for the latest updates, Webinars and Tuesday Tip videos.

If you enjoyed this video or found it helpful, please don’t forget to drop us a ‘like’ using the button above.

 


Back to Webinars