Description
The Leads Summary screen.
| Opps/Summary | Opps/Detail | Opps/Pipeline | Accounts | Leads | Issues | Marketing | Admin | Dashboard |
Points of Interest
- Leads can be entered from inside OppTuna, uploaded in a spreadsheet, or captured directly from an external public website.
- Email notifications are sent to designated people when New leads arrive in the system
- Leads can be tied to marketing campaign codes to help assess your campaign ROI
- Lead status can be updated without leaving summary screen by clicking on lead status (colored box)


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