Enhance Lead Management: New 'Mark as Customer' Feature

· 1 min read

You can notice this new “Mark as Customer” feature in lead stage configuration settings.

If your business has more than one lead stage that can be defined as “Customers”. Then this feature will certainly help you in better lead segregation.

Use this feature to scale faster by leveraging the customer conversion feature.

  • Mark your lead stages as positive to categorize them as customers.
  • Find all these customers in separate buckets under the quick filters.