Bally
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Flex Cloud: Assign a lead to a user
A lead can be assigned to a user in the company. When a lead is assigned an email is sent to the user advising them that the Lead has been assigned to them. Creating an automatic workflow communica...
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Flex Cloud: Change the status of a lead
On the Flex platform you can assign Leads different statuses so you can filter on leads that are likely to convert or ones that have gone cold so you can focus some time on them. Follow the steps b...
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Flex Cloud: Convert a lead into a Project
On the Flex platform a Lead can be converted into a Project making a clear workflow from first contact with a customer through to completing a Project. Leads are created when a customer interacts w...
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Flex Cloud: Add a note or attachment to a lead
Add notes and attachments when you contact a lead to keep a track of what was discussed and when last contact was made. Follow the steps below to add a note or attachment to a lead: On the Leads ta...