Lead Status in Salesgem defines the different stages of your sales process, such as New Lead, Contacted, Qualified, or Closed – Won. By customizing lead...
You can add or edit lead sources in Salesgem from Settings → Lead Customizations → Lead Sources. From there, you can create new sources, rename...
You can mark hot leads in Salesgem in two ways: Step-by-step guide Method 1: Mark a single lead as Hot by changing status to “Sales...
You can add or edit lead status change reasons in Salesgem from Settings → Lead Customizations → Status Change Reasons. These reasons help track why...
To add or edit a Lead Medium in Salesgem, first log in to your admin account and go to the Settings section from the main...
Task Types in Salesgem help you categorize and organize the different activities your sales team performs, such as calls, meetings, follow-ups, or demos. Customizing these...
If a lead is accidentally deleted in Salesgem, you can easily restore it from the Deleted Leads section under Data Administration. This ensures important records...
Step-by-step guide — Exporting leads from Salesgem 3. Open the Export panel 4. Download OR CLICK EXPORT select the filter and EXPORT The Export Leads...