Britixo: Capture CRM Leads, Assign Owners and Use Filters | Live Walkthrough

Follow capture crm leads, assign owners and use filters in Britixo through genuine live application recordings, moving cursor actions and clear English narration. Recorded in a workspace using the default 14-day trial modules. MATCHING WRITTEN GUIDE https://britixo.com/help-centre/create-a-lead-manually/#britixo-live-006 IN THIS VIDEO • Prepare the enquiry stage • Capture and assign a business enquiry • Leads — Leads • Lead Filters — Lead Filters • Lead Filters — Lead Filter Templates CHAPTERS 00:00 Prepare the enquiry stage 00:26 Capture and assign a business enquiry 02:08 Default trial: Leads 02:32 Default trial: Lead Filters 03:10 Continue with the written guide Fictional demonstration records are used. Draft documents are unsent and no real payment or provider connection is implied. Passwords, verification codes and external authorisation stay private. Available features depend on your plan, enabled modules, permissions and connected services. Genuine application footage with a UK English voiceover. OFFICIAL GUIDES AND RESOURCES Official Britixo website https://britixo.com/ Help Centre https://britixo.com/help-centre/ Detailed overview and full walkthrough https://britixo.com/help-centre/britixo-crm-workspace-overview/ Roles, permissions and team access https://britixo.com/help-centre/understand-roles-permissions-and-visible-menus/ Create a support ticket manually https://britixo.com/help-centre/whatsapp-web-messaging-crm-matching-tasks-tickets-leads-create-a-support-ticket-manually/ Filter lost leads https://britixo.com/help-centre/advanced-lead-filters-filter-lost-leads/ Filter junk leads https://britixo.com/help-centre/advanced-lead-filters-filter-junk-leads/ Filter public leads https://britixo.com/help-centre/advanced-lead-filters-filter-public-leads/ Product support and enquiries https://britixo.com/contact/ RELATED VIDEOS https://www.youtube.com/playlist?list=PLYuazVDUCG14 Complete detailed walkthrough https://www.youtube.com/watch?v=LNR0k3wN_yQ #Britixo #CRM #SalesCRM #CustomerManagement #CRMSoftware #SalesPipeline #SmallBusinessUK