Secured Customer List Template

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Secured Customer List Template

Secured Customer List Template

Lead Management Page

The Lead Table is synchronized with the

Secured Customer Information Table⁠

. Once you created the data in the Secured Customer Information Table, it will also be displayed in the Lead Table below. This feature allows you to record additional data, take notes, and keep track of your sales activities.

⁠

Lead Table

Lead Table

Lead Name

Lead Status

Lead Score

Date/Time of Lead Generation

Assignment

Lead Name

Phone Number

Identity Number

Email Address

Address

Lead Status

Lead Sources

Lead Score

Position

Sources

Notes

Follow-up Actions

Date/Time of Lead Generation

Assignment

Amen

New

Social media ad

Product Manager

Website form

5/31/2023, 10:00 AM

ServiceRocket Apps

David

Charlie

Bob

6/1/2023, 12:18 PM

There are no rows in this table

⁠

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