Introduction to Leads Last updated : 11th April 2025 Leads in Workbooks are used to record details of a person and/or organisation who you have not yet qualified as being a ‘real’ prospect Continue Reading
Converting Leads Last updated : 3rd December 2024 Once you have qualified a Lead, you will want to convert the Lead into new Person and Organisation records, and perhaps create an Opportunity record. Continue Reading
Displaying & Adding Leads Last updated : 14th April 2025 There are a couple of different ways to access Leads within your Workbooks Database Continue Reading
