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User Organization
User Organization
Manage your leads and tasks to increase your conversion rate.
11 articles
Analyze your performanceConsult the section "My Cockpit" in the analytics tab to analyze your actions and adjust your strategy
All leads / My leads views
Organise your pipeline with views, and status
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
Tasks
Use ZELIQ's features to manage your prospecting tasks
Prioritizing thanks to Tasks Management & Lead ScoringDiscover how ZELIQ helps you prioritize your actions
Manage your tasks in ZELIQGuide to help you manage your tasks efficiently in ZELIQ
Create a taskThis article will show you how to create tasks in ZELIQ.