Leads

Leads

  1. Introduction to Leads

  • This video teaches you about leads, adding leads to the platform, sending messages, managing notes and tasks, and accessing the platform calendar.

  1. Key Points Covered in the Video
  • Definition of a lead
  • Adding a lead to the system
  • Sending messages through the CDPA platform
  • Managing notes and tasks
  • Accessing the platform calendar


Responsible Oleksandra Matviyenko
Last Update 06/24/2024
Completion Time 1 hour
Members 1