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How it Works

Complete workflow from new lead to new deal.

In this below GIF we see how a new lead comes in. Open GIF in new tab for better resolution.

leadflow

Clarifications of above GIF

  • Persons and Company is created on the fly since no suggestions exist. Person will also be added to the new company.

  • Automated flow is set automatically based on the Source of the lead.

  • Suggestions on person is done based on name, email and phone. It will never auto-connect to a person, it is always a manual step even if only one hit exist.

  • Suggestions on company is done based on the persons company relation if it exist - otherwise on companyname. It will never auto-connect to a company, it is always a manual step even if only one hit exist.

  • Newly created deal will bring all documents, history and todos from the old lead so nothing is lost.