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Leads

Learn the fundamentals of managing leads in EspoCRM. We’ll walk you through the entire process from entering information about potential clients to converting them into loyal customers.

Interactive demo — click through at your own pace.

In this video guide, you’ll find out how to

  • create and organize lead records
  • convert leads into accounts, contacts, or opportunities
  • capture lead data using web forms, emails, and third-party integrations
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30 guides

Accounts Contacts Leads Opportunity Tracking Data Import Calendar and Activities Stream Email Sync Email Sending Email Templates Documents Using Print to PDF Campaigns Mass Email Web-to-Lead Guide Cases Knowledge Base Reports and Analytics Data Export Users Teams Security Roles Working Time Calendar Organization Meeting Scheduler Configuration Customer Portal Administration Entity Manager Dynamic Logic Configuration Workflow Management Formula Script Business Process Management (BPM)