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Manage and Follow Up with Leads

< 1 min read

After importing leads, you can:

  1. Manage Leads in the CRM:
    • View, edit, or assign leads to team members.
    • Track interactions, add notes, and set reminders for follow-ups.
  2. Nurture Leads Using the CRM:
    • Use email templates, automation rules, or the marketing automation module to nurture these leads.
    • Convert leads into customers by adding them to your sales pipeline.
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