Automate lead/deal registration

AKASH_29284 Member Posts: 1 VERIFIED MEMBER

April 2021 edited July 2023 in Sales CRM #1

Hi, Can I automate the lead registration/ deal reg for my business? My 4 sources via which I get leads are WhatsApp, phone, email, FB messenger

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Amit Sarda (AmitSarda.xyz) Member Posts: 1,610 VERIFIED MEMBER

April 2021 edited April 2021 #2

All of these are unstructured sources. So, except for email, you can't.

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Fabrizio Nicolosi_33821 Member Posts: 121 VERIFIED MEMBER

April 2021 edited April 2021 #3

You can add some labels for the leads and you can use it to differentiate them

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