Geteilte Anleitung

Update deal status to Contacted in CRM

Update the deal status to 'Contacted' in the CRM to indicate communication has occurred with the lead, while managing customer relationships and associated deals effectively.

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·4 Schritte·97 Aufrufe·Veröffentlicht

Update the deal status to 'Contacted' in the CRM to indicate communication has occurred with the lead, while managing customer relationships and associated deals effectively.

Step-by-step Guide4 Schritte

  1. Click the CRM icon

    This action will direct you to the CRM section, where you can manage customer relationships and access relevant features like tickets and automations.

    Click the CRM icon
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  2. Click the Deals link

    This will take you to the Deals section where you can manage and view all current deals associated with your tickets.

    Click the Deals link
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  3. Click the New Lead (DocuFast Sales Pipeline) option

    This action allows you to create a new lead within the DocuFast Sales Pipeline, enabling you to track potential sales opportunities.

    Click the New Lead (DocuFast Sales Pipeline) option
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  4. Click the Contacted status

    Selecting the 'Contacted' status updates the deal's progress to reflect that communication has occurred with the lead.

    Click the Contacted status
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