Organise your pipeline with views, and status
7 articles
Assign a leadHow to assign a lead to you or your Teammates.
Leads Organisation with views and labelsMaster Leads Organisations thanks to Tab, views and labels explanations
Add a label to your leadsLabels allow you to organize and segment your prospects for better follow-up. Here's how to create and manage them.
Lead StatusOrganise Your Pipeline with Lead Status
Modify your leads' attributesOn ZELIQ, you can manually edit a prospect's attributes to ensure data accuracy and optimize your prospecting actions.
Archive a leadShows how to delete a lead from ZELIQ workspace
Take NotesHow to Take a Note in ZELIQ