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The recommended Leads workflow
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02-15-2021, 08:49 AM
We've never really touched leads that much, but did make a piece of code that converts quote inquiries from the website to leads. Now we'd like to use them more intensively, but what is the recommended workflow? How is the module intended to be used, what are known shortcomings, etc.?
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The recommended Leads workflow - Guido1982 - 02-15-2021, 08:49 AM
RE: The recommended Leads workflow - joebordes - 02-15-2021, 03:44 PM
RE: The recommended Leads workflow - Guido1982 - 02-16-2021, 08:53 AM
RE: The recommended Leads workflow - joebordes - 02-16-2021, 09:56 AM
RE: The recommended Leads workflow - Guido1982 - 02-22-2021, 09:19 AM
RE: The recommended Leads workflow - joebordes - 02-22-2021, 10:35 AM
RE: The recommended Leads workflow - Guido1982 - 02-22-2021, 10:54 AM
RE: The recommended Leads workflow - joebordes - 02-22-2021, 12:05 PM
RE: The recommended Leads workflow - joebordes - 02-22-2021, 12:07 PM
RE: The recommended Leads workflow - Guido1982 - 02-22-2021, 12:10 PM
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