Leads/Companies/Agencies
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      3. Leads/Companies/Agencies

      Lead Management Module

      Allow your sales team to create and manage leads without cluttering your account list.

      Overview 

      The new Lead Management Module lets your sales team separate leads from your account list. Allow your sales team to create and manage leads without cluttering your account list. 

      Enabling Leads

      Leads are now enabled for all markets, stations, and users.

      Optional, Lead Ownership & Assignment 

      Allow sellers to quickly claim leads and own them. Currently, there is no limit to the number of leads a user can own or how long they can own those leads. 

      Creating Leads

      • Any user can create a lead using the add 
      • Only the lead Company name is needed to create a lead, additional details can be added later. 
      • If Lead Ownership is enabled, AE's automatically own their leads, and managers can assign a lead when creating leads.

      Lead Integrations and Importing

      • Use Zapier to sync leads, accounts, activity, contacts and more between ShareBuilder CRM and your favorite lead generation tools. 

      Managing Leads

      • Use the Leads page found under Companies
      • A lead can only be deleted when it is turned into a claimed account. Manager roles are needed to delete and restore leads. 
      • Currently, leads can not have financials, booked, forecast, pending, aging 
      • Leads can not have pending 
      • Leads can have activity, contacts, files, CNA/Notes
      • The request leads through the usual request account process