How to create Lead Groups?

Navigate -> Lead Box -> More -> Group

A page will be redirected to you to add the groups you wish to create.

Click on Add Group as show in the below image

Name the Group and Save.

Explanation Video

Corefactors

Integrated Sales and Marketing - Sell Faster and Scale Faster. Bringing Key Strategies Together For Increased Revenue and Exceptional CRM Automation.

Related Items

Slide 1 of 5

How to Customize the Lead Fields?
Creating a Lead field with a lot more options can help you to know what is required in the process for the agents to update.
How to create Quick leads?
Create a lead quickly by adding up fewer details Watch the video to see how to add a quick lead.
How to Import existing leads in lead box?
Bulk importing your existing leads into the lead box through an excel file. Follow the simple steps to and upload it all in one go.

Slide 1 of 5

How to Customize the Lead Fields?
Creating a Lead field with a lot more options can help you to know what is required in the process for the agents to update.