Lead Management & Activities
- Share a Lead and Add It to Your Phone Book
- Update the Lead Stage or Status
- Enter and Validate Lead Information
- Manage Lead Reminders
- Understand Additional Lead Information
- Add a New Lead
- View Lead Details
- Add Activities and Notes
- Review the Activity and Timeline Tab
- Use Lead Communication Actions
- Review and Merge Duplicate Leads in the Mobile App
- Edit Lead Information in the Mobile App
- Delete Leads in the Mobile App
