Perfectomy Knowledge Base

Lead

Common knowledge about using leads in Perfectomy

  • How to Create a New Lead?
  • Add an Appointment Provider
  • How to add a Note in your Leads?
  • Learn how to make alerts
  • Assign leads and receive notifications
  • Learn how to add an attachment
  • Learn how to add tasks
  • Lead Details Workplace

Categories

  • Account Settings
  • Deal
  • Lead
  • Patient
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