What is Import Leads in Salesgem? Import Leads in Salesgem allows businesses to add multiple lead records to the CRM at once, instead of entering...
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 &...
What is Sales Activity in Salesgem? In Salesgem, Sales Activity refers to the interactions and actions performed by the sales team while managing a lead...
What is a Task in Salesgem? In Salesgem, a Task is a planned action or activity that needs to be completed by a sales team...
What is Detailed Lead View in Salesgem? The Detailed Lead View in Salesgem provides a complete overview of an individual lead in one place. It...
To filter leads, go to Leads, click Filter, set criteria, and apply.Filters make it easy to find leads based on specific attributes. Steps:
What are Leads in Salesgem? In Salesgem, Leads are potential customers who have shown interest in a product or service or have provided their contact...
What is a Sales Funnel in Salesgem? A Sales Funnel in Salesgem is a visual representation of how leads move through different stages of the...
If you need to transfer or distribute multiple leads from one user to another, Salesgem allows you to reassign leads in bulk. This helps save...