ClearCRM

This article provides an overview of the Leads section under Setup, explaining its functions and how it helps configure lead management in ClearCRM.

Leads Setup in ClearCRM (Setup > Leads)

Automatically capture new leads from incoming emails by connecting your IMAP inbox to ClearCRM.

Setting Up Email Integration for Leads in ClearCRM

This article explains how to manage Lead Sources in ClearCRM, allowing businesses to categorize and track where leads originate.

Lead Sources in ClearCRM (Setup > Leads > Sources)

This article explains the Lead Statuses feature in ClearCRM, which helps businesses track a lead's progress in the sales pipeline.

Lead Statuses in ClearCRM (Setup > Leads > Statuses)

Elvin Khudiyev

Leads

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