Opportunities

Re-Engage & Claiming Leads

There are 2 primary situations where you want to move a lead from ISA Pipeline to the Realtor Pipeline, or vice versa. Claim a Lead - Definition: This is when a lead is in the ISA Pipeline but you wa…

Updated 3 years ago by Michael Jones

Opportunities

Using The Lead Fusion CRM Opportunities Tab. The opportunities tab will bring you to a place where you can view all of your leads/contacts and effectively know which pipeline your leads are in, as we…

Updated 4 years ago by Montana

Creating Your First Pipeline

Follow the steps below to create a Pipeline:. Click Settings in the account view. Click Pipeline. Click + Create new pipeline. Name your pipeline in the Pipeline name. Add stages to your pipeline in…

Updated 4 years ago by Montana

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Opportunities

Re-Engage & Claiming Leads

Opportunities

Creating Your First Pipeline

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