Sales & customers
How to Convert a Lead to a Customer in Britixo CRM
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How to Convert a Lead to a Customer in Britixo CRM. Follow the live application screens with clear instructions and English captions.
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How to Convert a Lead to a Customer in Britixo CRM. Follow the live application screens with clear instructions and English captions. Useful links: Written guide: https://britixo.com/help-centre/convert-a-lead-to-a-customer/ Official Britixo website: https://britixo.com/ Help Centre: https://britixo.com/help-centre/ Browse this topic: https://britixo.com/help-centre/category/leads-pipeline/ Configure customer contact permissions: https://britixo.com/help-centre/configure-customer-contact-permissions/ Add and manage customer contacts: https://britixo.com/help-centre/add-and-manage-customer-contacts/ Mark leads as lost or junk: https://britixo.com/help-centre/mark-leads-as-lost-or-junk/ Contact and product support: https://britixo.com/contact/ Category video playlist: https://www.youtube.com/playlist?list=PLYuazVDUCG14 Complete video collection: https://www.youtube.com/playlist?list=PLCckil01H-hI Covered in this walkthrough: • Open a qualified lead • Review the conversion • Continue from the customer record Recorded in a temporary demonstration workspace with fictional records. Availability depends on your workspace configuration, permissions and connected services. Narration uses a UK English voice. #Britixo #CRM #LeadConversion #CustomerManagement #SalesCRM MORE HELP https://britixo.com/help-centre/add-lead-notes-activities-and-attachments/ https://britixo.com/help-centre/configure-lead-email-integration/ #CRMSoftware #CRMTutorial
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