Your CRM "list" screen is a list of all your customers, clients, leads and prospects. This video will give you an overview of the various tools you can use on this screen to find, update, import and manage your client and lead lists.
In this video you will learn how to:
- View your list of clients and leads
- Search for a client or lead
- Filter your list of clients/leads by status and more
- Update a list of clients without having to open and edit each one
- Import a spreadsheet of clients and leads