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Edit a Lead
You can edit anything about a lead except for h... -
Add Tasks to a Lead
If you want to set up a reminder to reach out t... -
Attach Files to a Lead
If you have any files you’d like to attach to y... -
Export Leads
You can export one or more leads at a time as a... -
Archive a Lead
Archiving a lead removes it from the full list ... -
Delete a Lead
Deleting a lead removes it from the system. NO...
Manage Your Leads
Leads come and go, hopefully into wins. Here's how you can manage them throughout the process.