How to Manage Lead Status & Pipelines in Menetalk CRM | Step-by-Step Guide
Автор: menetalk
Загружено: 2025-12-16
Просмотров: 8
Описание:
Welcome to Menetalk CRM!
In this video, you’ll learn how to change and manage the Lead Status view and pipelines in Menetalk CRM to keep your sales process organized and efficient.
We’ll walk you through:
Accessing the Pipeline section from the CRM dashboard
Creating a new pipeline that fits your workflow
Adding and managing lead statuses like New Lead, Processing, Contacted, Approved, Converted, or Rejected
Rearranging lead statuses using drag and drop
Filtering leads by pipeline in the Leads section
Updating lead statuses as they move through your sales process
You’ll also see how any changes made in the Pipeline view instantly reflect in the Leads screen, helping you stay in control of your lead management.
Start managing your leads smarter and grow your business with Menetalk CRM.
📞 Contact us today to get started.
Повторяем попытку...
Доступные форматы для скачивания:
Скачать видео
-
Информация по загрузке:
