Marking as a Lead or Customer in the Inbox
Track your results and find your leads & customers faster.
Alex
Last Update 2 tahun yang lalu
Your inbox will likely always be packed full of potential deals, so it’s vital to have a way of sorting your prospects. Fortunately, ProspectingToolkit allows you to label your prospects and assign them either the “lead” or “customer” tag.
To assign a prospect as a lead or customer
👉 Go to your inbox and select the desired prospect.
👉 Open the Prospect Details by clicking the little house icon in the upper right corner.
👉 Then, simply click on either “Mark As Lead” and your label will be assigned.
