Sales & Marketing (30)

Get your Sales and Marketing questions answered here! Find information related to prospects, influencers, referral contacts, and referral organizations.

How do I record an activity for many referrals?

Modified on Fri, Oct 16 at 1:55 PM
How do I add leads in a batch?

Modified on Fri, Oct 16 at 1:56 PM
How do I update Decision Status or Inactivate in mass?

Modified on Fri, Oct 16 at 1:56 PM
How do I convert an influencer to a prospect?

Modified on Fri, Oct 16 at 1:57 PM
How do I delete marketing activity?

Modified on Fri, Oct 16 at 1:58 PM
How do I add / edit demographic information for prospect?

Modified on Fri, Oct 16 at 1:58 PM
How do I inactivate several or many leads at once?

Modified on Fri, Oct 16 at 1:59 PM
How do I mass change date of scheduled / pending activities?

Modified on Fri, Oct 16 at 2:00 PM
How do I change decision status of lead?

Modified on Fri, Oct 16 at 2:01 PM
How can I search by phone number?

Modified on Fri, Oct 16 at 2:02 PM