Hotlist Module

Updated 3 years ago by Celina Kwan

You can view lead information and perform actions against a lead without leaving the Hotlist.

Enhancements to the Hotlist & Leads module:

  • The lead information is displayed in Details, History, Notes, Documents and Activities tabs in Hotlist.
  • The Details tab contains widgets for lead details, notes, documents and activities.
  • You can edit the fields, add notes or documents, or schedule tasks or meetings.
  • You can also perform actions against a lead such as make a call, send an email schedule a meeting or upload a document.
  • You can change stages, convert a lead if it is qualified or archive a lead if it should be abandoned.

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