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What is the Leads section?

  • 20 April 2021
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Can somebody explain this to me? I want to understand if this is something we should be using. Thanks

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Best answer by Ken from Copper 20 April 2021, 20:40

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Hello, 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!