Sue
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Activity overview
Latest activity by Sue-
Sue created an article,
Flex Cloud Leads: Add your own custom sources
Administrators can manage and configure which Lead sources are available for selection across the Flex Cloud platform by creating custom Lead sources directly in the Flex Cloud platform Settings. N...
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Sue created an article,
Flex Cloud: Leads history tracking
You can view a detailed log of significant changes made to Lead fields meaning you can track how a Lead has evolved over time and understand the actions taken throughout the sales process. The His...
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Sue created an article,
Flex Cloud: How to customize a Lead's status
It is possible to add a lead status with a color in the Flex Cloud platform. This will then show in the Leads tab and will make it easier to view and filter on leads under different status markers....