CRM › Marketing & Pipeline
Sales
Pipeline from first touch to closed won.
In CRM → Marketing & Pipeline · 3 screens
RecordsLeadsOpenRecordsLead ContactsThe people at each lead: names, email, mobile and office numbers, titles and addresses. Import a contacts sheet after its leads sheet; each row is attached to its lead by the Lead Name it carries.OpenRecordsOpportunitiesOpen
Columns, fields and actions
| Screen | Kind | What it is | Columns | Fields | Actions |
|---|---|---|---|---|---|
| Leads | List | 8 | 29 | 3 | |
| Lead Contacts | List | The people at each lead: names, email, mobile and office numbers, titles and addresses. Import a contacts sheet after its leads sheet; each row is attached to its lead by the Lead Name it carries. | 9 | 25 | 0 |
| Opportunities | List | 7 | 0 | 2 |