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.

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.

Effective lead management is the first step toward closing more deals.

• Accounts
• Contacts
• Leads
• Opportunity Tracking
• Calendar and Activities
• Data Import
• Using Print to PDF
• Reports and Analytics
• Data Export
• Security Roles
• Entity Manager
• Dynamic Logic Configuration
• Working Time Calendar Organization
• Meeting Scheduler Configuration
• Web-to-Lead Guide
• Customer Portal Administration
• Workflow Management
• Business Process Management (BPM)