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Managing prospects & accounts
Managing prospects & accounts
How to add, update and manage prospects and accounts
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
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
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
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
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
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
Written by
Bram Van de velde
Updated over a week ago