Secured Customer List Template
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Lead Management Page

The Lead Table is synchronized with the . 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
0
Lead Name
Lead Status
Lead Score
Date/Time of Lead Generation
Assignment
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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
1
Amen
New
Social media ad
2
Product Manager
Website form
5/31/2023, 10:00 AM
ServiceRocket Apps
2
David
3
3
Charlie
4
Bob
6/1/2023, 12:18 PM
There are no rows in this table

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