Sales Pipeline and Leads
How to use the Lead Generation Form in Clientjoy?
"Revolutionize Lead Generation with Clientjoy CRM's New Lead Forms!" We are thrilled to announce a game-changing addition to Clientjoy CRM that will supercharge your lead management and client acquisition process. Say hello to our brand-new "Lead ...
Setup stages of your Sales Pipeline
Define stages for your Leads In Clientjoy you get a default Sales Pipeline with some stages in it. For setting up your sales pipeline first define your sales pipeline How many stages will your sales pipeline have? What will be the names of each ...
How can I import leads from a CSV file?
Bring your Leads from spreadsheet or your existing tool in Clientjoy We'll Cover How to Import Leads? How to handle errors if it comes in the Import? How to Import Leads? You can bring Leads in bulk in Clientjoy. You can export the data from other ...
How can I add or update a Lead?
We'll cover ----------------------------------------------- How can I add a Lead? How can I add a Lead at the top or bottom of a stage in Pipeline? How can I update a Lead? How can I add a Lead through Zapier? ...
Leads Overview | Everything you need to know
We'll cover ---------------------------------------- How can you use Leads in Clientjoy? Managing sales pipeline in stages Tracking the Source of Leads Tracking the Deal size of each lead in the Pipeline Managing Leads through Tags Saving notes ...