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Lead Management

Lead management is the process of capturing, organizing, tracking, and converting potential customers into paying clients.

This process typically begins when a customer calls, submits a form, or requests information. The lead is then recorded, assigned to the appropriate team member, and followed through the sales or service process.

Effective lead management helps businesses ensure that no potential customer is overlooked and that every inquiry receives proper follow up.

Part of Cluster

CRM & Revenue Systems