Tips to boost lead management performance In this section, you'll find many tips to help you boost your sales management performance. Manage Multiple Contacts Easily manage different contacts within the same company Pipeline View Access all your leads in a Kanban view, and move them easily from one step to another Compact View View your leads in a spreadsheet-like view, reorder columns, resize, and more Sales Activities Know exactly what you've done and what you have to do next with your lead. Comments & mentions Add comments to state what you just did, what your next action is, and more Assign leads Learn to assing new or existing leads to another sales rep Find additional info on leads Search for lead information on Google & LinkedIn with a single click QR Code Scan-to-call Use the QR code Scan-to-call feature to avoid misdialing and wasting time Click-to-Call Call your prospects and leads with a simple click Edit Leads Edit the description, title and other information on your leads Identify duplicates Avoid managing leads and prospects that are already being handled Create Shortcuts Create your own Bookmarks to quickly access your favourite pages Search Engine Find prospects, leads, customers with our powerful search engine Sort leads Sort your leads alphabetically, by creation date, or other Filters Filter your leads according to tags, sales steps, and more Bulk actions with leads Bulk change leads statuses, assign leads to other reps, and more Keyboard Shortcuts Use keyboard shortcuts to improve your productivity when managing your leads Extended View View your leads in an extended view and manage all of them on the same page
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