Sales & customers
How to Create a Lead and Assign Its Owner in Britixo CRM
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How to Create a Lead and Assign Its Owner in Britixo CRM. Follow the live application screens with clear instructions and English captions.
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How to Create a Lead and Assign Its Owner in Britixo CRM. Follow the live application screens with clear instructions and English captions. Useful links: Written guide: https://britixo.com/help-centre/create-a-lead-manually/ Official Britixo website: https://britixo.com/ Help Centre: https://britixo.com/help-centre/ Browse this topic: https://britixo.com/help-centre/category/leads-pipeline/ Convert a lead to a customer: https://britixo.com/help-centre/convert-a-lead-to-a-customer/ Configure lead statuses: https://britixo.com/help-centre/configure-lead-statuses/ Configure lead sources: https://britixo.com/help-centre/configure-lead-sources/ 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: • Capture the enquiry • Record the source and owner • Review the saved lead 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 #LeadManagement #SalesPipeline #CRMSoftware MORE HELP https://britixo.com/help-centre/add-lead-notes-activities-and-attachments/ https://britixo.com/help-centre/assign-and-reassign-leads/ #CRMTutorial #BusinessSoftware
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