Supplier users can capture key lead information to keep your records up to date, capture minimal but key information if required and all in the same place - ready for the next step. The additional internal fields in Leads are optional & cannot be labelled currently - you can advice your staff to enter any specific information that you need from the prospect in order to set them up correctly in your other systems.
Leads management - internal fields
Modified on: Mon, 2 Sep, 2019 at 2:10 PM
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