Can somebody explain this to me? I want to understand if this is something we should be using. Thanks
Best answer by Ken from Copper
View originalCan somebody explain this to me? I want to understand if this is something we should be using. Thanks
Best answer by Ken from Copper
View originalHello, Darrenph.
Leads are your potential business opportunities. These are contacts you’ve made that might become a customer, but need more investigative work to confirm that this is the case. The process of investigating the lead as a potential customer is called qualifying.
In Copper, these contacts that you’ve made but haven’t yet gotten the chance to qualify, can be entered in the Leads section.
Note: Leads are turned off by default on new accounts. For instructions on activating Leads, go to the section Turning the Leads Section On/Off.
To find out more about Leads, check out this helpful support article.
https://support.copper.com/hc/en-us/articles/115003765592-Working-with-Leads
Hope all is well!
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