Leads
Overview
Managing leads in ClosingDealz is designed to be intuitive, efficient, and organized. Our platform streamlines the entire lead management process, from importing data to tracking interactions, so you can focus on converting prospects into customers.
Lead Import
Easily import leads using our enhanced import feature, which supports Excel (.xlsx) and CSV files. The import process includes:
Column Mapping: Automatically match imported data to CRM fields or manually adjust them.
Review & Edit: Preview and correct lead information before finalizing the import.
Data Cleanup: Use built-in tools to format data and merge duplicate entries.
This ensures a smooth transition of data into the CRM while reducing manual data entry efforts.
Lead Overview
Ditch the clutter of spreadsheets and scattered records—our Lead Overview provides a centralized, intuitive view of all your leads in one place.
Key capabilities include:
Quick Access: Easily search, filter, and sort leads for better organization.
Detailed Profiles: View and update lead details, including associated deals, activities, and notes.
Progress Tracking: Monitor lead status and movement through the pipeline.
Actionable Insights: Get a clear picture of lead engagement and deal potential.
This streamlined approach ensures that every lead is just a click away from detailed insights and actions, making your lead management faster, smarter, and more efficient.
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