Lead Management
- How You Can Improve Your Results With Conversica
- Lead Management: Overview
- Best Practices for Sales Reps
- Action: Stop Messaging
- Action: Skip to Follow Up
- Lead Status: Hot Lead
- Lead Status Definitions
- Conversica's Alert Method: Daily Digest
- How to Export Leads from Conversica
- Reassigning a lead to another user
- Importing Leads with the Lead Uploader
- Adding notes to track important lead information
- How to Prioritize Leads in Conversica
- Understanding the Default Rep
- Preparing CSV Files for the Lead Uploader
- Troubleshooting lead assignment issues with the Missing Reps tool
- Customer Status Definitions - Automotive Service
- How to Troubleshoot Lead Assignment Issues
- Conversica's Alert Method: Email Alerts