Lead Gen & CRM is a powerful customer relationship management (CRM) platform. Lead Gen & CRM provides many features, including custom deal stages, an easy-to-understand pipeline, multiple types of CRM reports—and so much more.
To get the most out of Lead Gen & CRM, you will need to set it up, configure it, and customize it to best fit your needs.
This article will explore configuring Lead Gen & CRM for your customer relationship management needs.
Article Contents
| Trial | ✓ | |
| Essential | ✓ | |
| Advanced | ✓ | |
| Ultimate | ✓ |
Settings
Sales
Contacts| Administrators | ✓ | |
| Company Managers | ||
| Marketing Managers | ||
| Sales Managers | ||
| Salespersons | ||
| Jr. Salespersons |
Configuring Lead Gen & CRM
If you have not yet completed your Lead Gen & CRM setup, read our Setting Up and Configuring Lead Gen & CRM article.
To set up and configure the various important features of Lead Gen & CRM, complete each of the following steps:
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3. Create or track a sale or pending deal. 4. Create Accounts. |
To get started with marketing content -- including emails, landing pages, and forms -- read Configuring Lead Gen & CRM Marketing Content.
CRM Data Design
Strong sales data comes from fully realized contacts with well-thought-out custom fields and intelligent lead scoring. Sales teams should be able to rely on lead scores to guide them in their customer outreach.
Organize your sales activity and measure the success of your initiatives from the Opportunities page.