Hi All,
problem background: Salesperson B create a lead. At this point, the lead can only be seen by Salesperson B, and send to manager for approval.
After review the lead, the manager then decided that this Lead is not ready to be process due to…
We would like to track leads coming in within Sage rather than offline in Excel as well as being able to track and report on disposition, conversion, etc. Thanks for any help in advance.
