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Managing prospects & accounts

Managing prospects & accounts

How to add, update and manage prospects and accounts

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6 articles in this collection
Written by Bram Van de velde
Adding leads and accounts

Add leads within the extension

Add new leads automatically from the extensions
Bram Van de velde avatar
Written by Bram Van de velde
Updated over a week ago

Add leads directly in the platform

Learn how to easily add new leads in the platform
Bram Van de velde avatar
Written by Bram Van de velde
Updated over a week ago

Import leads and accounts from a .csv file

Learn how to import leads and accounts from a .csv file
Bram Van de velde avatar
Written by Bram Van de velde
Updated over a week ago

Auto-creation of accounts

Learn how accounts get auto-created after you add leads
Bram Van de velde avatar
Written by Bram Van de velde
Updated over a week ago

Archive leads and accounts

Learn how to archive leads and accounts without losing engagement data
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Written by Bram Van de velde
Updated over a week ago
Pipeline View

Pipeline View

Everything you need to know to manage and use the new Pipeline View
Bram Van de velde avatar
Written by Bram Van de velde
Updated over a week ago