Articles
Creating Leads
Provides steps for opening a lead and best practices for using these records effectively.
Understanding Lead Management
Details tips and guidelines for tracking next-steps, forecasting, and quotes for your leads.
Closing Leads
Provides steps for marking a sales lead as won or lost.
Overview of Leads
Presents how to track prospective customers and quotes to them.
Understanding Lead Department and Team Member Assignment Logic
Describes the logic aACE uses to determine the lead department and team member assignments.