How are people using Lead Title?

John Shelburne
John Shelburne Member Posts: 41
10 Comments
edited July 4 in Sales CRM #1
How are people using Lead Title?
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  • Bart Kohnhorst
    Bart Kohnhorst Member Posts: 12
    10 Comments
    edited July 2022 #2

    One way I use the Lead Title is by putting the company name, the person name and the URL all in the title. This consolidates the key info I need for easy access and also makes it easier to fill in fields if I convert it to a Deal.

  • Inês Batata
    Inês Batata Posts: 2,209
    2500 Comments Third Anniversary 25 Likes First Answer
    edited August 2020 #3
    @Boris Tsibelman would you like to share some ideas with @John Shelburne ? Do you have any best-practice tips? 🙂

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