PulsePoint / MSPWare

How to Add a new lead

How to locate leads via search and filter tools

Lead card list view and opening a card to access more information and tools.

There are a few ways to update the lead's status, notes, and follow up date. This article will show you those ways.

How to upload, view or remove documents to a lead

How to retroactively update the lead source and lead contact assigned to a lead

track opportunities and convert sales to customers

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