Tips to boost lead management performance

In this section, you'll find many tips to help you boost your sales management performance.

• Manage Multiple Contacts

  Easily manage different contacts within the same company

• Pipeline View

  Access all your leads in a Kanban view, and move them easily from one step to another

• Compact View

  View your leads in a spreadsheet-like view, reorder columns, resize, and more

• Sales Activities

  Know exactly what you've done and what you have to do next with your lead.

• Comments & mentions

  Add comments to state what you just did, what your next action is, and more

• Assign leads

  Learn to assing new or existing leads to another sales rep

• Find additional info on leads

  Search for lead information on Google & LinkedIn with a single click

• QR Code Scan-to-call

  Use the QR code Scan-to-call feature to avoid misdialing and wasting time

• Click-to-Call

  Call your prospects and leads with a simple click

• Edit Leads

  Edit the description, title and other information on your leads

• Identify duplicates

  Avoid managing leads and prospects that are already being handled

• Create Shortcuts

  Create your own Bookmarks to quickly access your favourite pages

• Search Engine

  Find prospects, leads, customers with our powerful search engine

• Sort leads

  Sort your leads alphabetically, by creation date, or other

• Filters

  Filter your leads according to tags, sales steps, and more

• Bulk actions with leads

  Bulk change leads statuses, assign leads to other reps, and more

• Keyboard Shortcuts

  Use keyboard shortcuts to improve your productivity when managing your leads

• Extended View

  View your leads in an extended view and manage all of them on the same page

• Transfer a lead from a master to child accounts

  Easily transfer a lead from one noCRM account to others, while retaining all key information such as contact details, comments and sales activities.