3.2 - Features within Lead
Within a Lead, there are fields that are essential for tracking and managing Leads.
Name and contact details (email, phone, website)
Company information (if relevant)
How they found you (lead source)
Their specific interests or requirements (products/services)
Additionally, we have created custom fields for HPT including:
Telcom Program
Funding Program
Funding Award Amount
BABA Compliance
Within the Lead Details page, you can track all activity related to a Lead. This includes email communication and outreach, internal comments, notes, and tasks relating to the Lead. Everything within the Lead can be viewed by members of the sales team.