Managing Leads, People, Companies
Managing Leads, People, Companies
- Working with Leads
- Working with People
- Working with Companies
- Default Fields for all Records
- Convert a Person to a Lead
- Add a Lead or Person using the Chrome Extension
- Edit information that was auto-populated to a record
- Updating the Primary Contact
- Changing the profile photo
- Managing duplicates
- How to manage inactive contacts
- Add a Copper ID to the People record