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  1. FreedomSoft Help Desk
  2. Lead Management
  3. My Pipeline

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
  • Using the Distribute/Remove features on Leads
  • Find, Merge, and Delete Duplicate Leads
  • Using the Advanced Search
  • Customizing Your Header Bar
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