Lead Management
How to Create a Lead in AgentRoof CRM
Follow these steps to add a new lead to AgentRoof CRM. Steps Log in to AgentRoof CRM using your ...
How to Import Multiple Leads into AgentRoof CRM
Follow these steps to import multiple leads into AgentRoof CRM using a CSV file. Steps Log in t...
How to Delete a lead in AgentRoof CRM?
What Happens When a Lead Is Deleted? Deleting a lead removes the lead from the active CRM records...
How to Search A lead?
The lead search feature allows you to quickly locate leads in AgentRoof CRM using a lead's name, ...
How to Export the Leads?
Exporting leads allows you to download lead information from AgentRoof CRM into a CSV file for re...
How to select lead?
Selecting leads allows you to perform actions on one or more leads at the same time. Once selecte...
How to Filter all Leads?
Lead filtering helps you quickly narrow down your lead list and focus on specific groups of leads...
How to Customize CRM Page Columns
The CRM page displays a set of default columns to help you view and manage lead information. You ...
How to assign Tags to Leads?
Tags help organize leads based on shared characteristics and make it easier to perform bulk actio...
How to assign Stages to a Lead?
Stages help organize leads based on their current position in the sales process, making it easier...
How to merge two leads in AgentRoof CRM?
Lead merging allows you to consolidate duplicate or similar lead records into a single lead profi...