Work a lead’s detail view - The Leads Pipeline - Conduit Help
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The Leads Pipeline

Work a lead’s detail view

Lesson 3 of 7 · Leads & Growth
  1. Move the lead to Quoted.
  2. Assign the lead to Sam Lee.
  3. Review activity.
  4. Convert with a project and bid.
  5. Respond with a bid.
Interactive lead detail lesson

Create and edit leads with a source and assignment. Website submissions can arrive through the website quote widget.