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  1. FreedomSoft Help Desk
  2. Lead Management

Lead Management

Everything you need to know about managing and converting leads

My Pipeline

  • Pipeline Overview
  • List vs Campaigns vs Workspaces
  • Prospect Record vs Lead Record
  • Importing Prospects, Leads, Buyers and Contacts
  • Exporting Prospects, Leads, Buyers and Contacts
  • Leads Dashboard Summary
See all 10 articles

Lists

  • List Overview
  • Converting to a List

Campaigns

  • Campaign Overview
  • Assigning a Number(s) to a Campaign
  • Manually Create a New Lead Record

Workspaces

  • Workspace Overview
  • Convert to a Workspace
  • Lead Distribution For Your Sales And Acquisitions Team

Sellers & Properties

  • Running Comps
  • Outsource a Lead or Property

Buyers

  • Adding a New Buyer
  • Sending a Buyer Broadcast on Mobile
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