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How to add new Lead Status in Salesgem?

What is Lead Status in Salesgem? In Salesgem, Lead Status indicates the current position of a lead in the sales process. It helps the sales...

How to Edit Lead Sources in Salesgem?

What is Lead Source in Salesgem? In Salesgem, Lead Source refers to the channel or platform from which a lead was generated or received. It...

How to Create Hot Lead Indicators in Salesgem

What are Hot Lead Indicators in Salesgem? In Salesgem, Hot Lead Indicators help the sales team identify leads that show a higher level of interest...

How to Edit Lead Status Change Reasons in Salesgem?

What are Change Reasons in Salesgem? In Salesgem, Change Reasons are used to record the reason why a lead or deal has been moved from...

How to Add or Edit Lead Medium in Salesgem?

What is Lead Medium in Salesgem? In Salesgem, Lead Medium refers to the specific channel or method through which a lead reaches your business. It...

How to change & Edit Task in Salesgem?

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...

How to Recover Deleted Leads in Salesgem

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...

How to Export Leads from Salesgem?

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...

HOW TO ADD AND UPDATE NEW LEAD STATUS

What is Lead Status in Salesgem? In Salesgem, Lead Status indicates the current stage or condition of a lead in the sales process. It helps...