Pipeline – Track Your Leads

You can now track your leads in SNAP-Suite with the easy-to-use visual interface. Drag and drop your opportunities between different stages.

ProspectWorkflow

You can set up your own workflows with any stages to help manage other workflow processes.

To try it out, go to the menu CRM->Workflow Pipeline.

Set up your own workflow by clicking on the cog then ‘Workflow Pipeline Settings’

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s