To import leads in Salesgem, go to the Leads section, click Import Leads, upload your file, and map the fields.This lets you quickly bring large...
To create a lead, go to Leads, click Add Lead, fill in details, and save.This is used to manually add prospects from meetings, calls, or...
To delete a lead, select it in Leads, click Delete Lead, and confirm.This will remove it from the active list, but the data will not...
To reassign a lead, select it, change the assigned agent, and save.This ensures the right salesperson is handling the right prospect. Steps: 4. Confirm &...
To add a sales activity, go to the lead’s Sales Activity Notes, select an activity type, and optionally add notes.This logs calls, meetings, and other...
To add a task, go to the lead’s Task Assigned section, set the type, date, time, and link it to an activity.Tasks help ensure timely...
To view full lead details, click a lead to open its detail page.This shows all contact info, activities, tasks, and notes in one place. Steps:...
To filter leads, go to Leads, click Filter, set criteria, and apply.Filters make it easy to find leads based on specific attributes. Steps:
To search for a lead, type the name, email, or phone number into the search bar in Leads.This is the fastest way to find a...
To manage the Sales Funnel in Salesgem, log in to your account and go to the Sales Funnel or Pipeline section from the main dashboard....