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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

  • How to Add Multiple Owners/Contacts to Records.
  • Find and Merge Records
  • Pipeline Overview
  • List vs Campaigns vs Workspaces
  • Prospect Record vs Lead Record
  • Importing Prospects, Leads, Buyers and Contacts
See all 12 articles

Lists

  • Adding A List To The Homepage
  • 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

  • Outsource a Lead or Property

Buyers

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