Leads & Deals

Create & Capture Leads

How to Manually Add a New Lead
How to Capture Leads via Web Forms
How to Capture Leads from Email Campaigns
How to Capture Leads via Chat Widget
How to Automate Lead Capture with API & Webhooks
How to Capture Leads via Facebook Lead Ads
How to Capture Leads via LinkedIn Lead Gen Forms
How to Capture Leads via QR Code
How to Capture Leads via Business‑Card Scanning
How to Capture Leads via SMS Integration

Import & Export Leads

Best Practices for Preparing Your CSV File for Lead Import
Mapping and Validating Lead Fields During Import
Troubleshooting Common Lead Import & Export Errors
How to Import Leads with Custom Fields
How to Automate Recurring Lead Exports via API
How to Perform Incremental Lead Imports (Upserts)
How to Export Filtered Lead Reports for Stakeholders
How to Archive and Purge Old Leads via Export & Delete
How to Export Leads to CSV
How to Import Leads via CSV Bulk Import

Lead Status & Qualification

Understanding Lead Status vs. Lead Stage
How to Configure Your Lead Status Values
Setting Up Qualification Criteria for Your Leads
Automating Lead Status Updates
How to Bulk Update Lead Status for Multiple Leads
How to Manage Disqualified Leads & Record Lost Reasons
How to Reopen or Requalify Previously Disqualified Leads
How to Set Up Alerts for Critical Status Changes
How to Analyze Lead Status Trends with Reports
Best Practices for Lead Status Governance

Lead Scoring & Ranking

Incorporating Demographic & Firmographic Data into Your Lead Score
Adding Behavioral & Engagement Triggers to Lead Scoring
Implementing Negative Scoring & Exclusion Rules
Visualizing Lead Score Distributions in Dashboards
Best Practices for Continuously Tuning Your Lead Scoring Model
Using Lead Scores to Prioritize Follow‑Up
Automating Lead Scoring & Re‑scoring
Introduction to Lead Scoring & Ranking
Defining Your Lead Scoring Model
Assigning Weights, Decay & Thresholds

Lead Nurturing & Workflows

How to Use Conditional Splits to Personalize Lead Paths
How to Automate Task Assignments & Reminders within Workflows
How to Integrate SMS and Push Notifications into Nurturing Workflows
How to Re‑Engage Dormant or Inactive Leads with Win‑Back Sequences
Best Practices for A/B Testing Email Content in Workflows
What Is Lead Nurturing & Workflows?
How to Create a Drip Campaign Workflow
How to Use Email Sequences in Workflows
How to Segment Leads for Targeted Nurturing
How to Monitor and Optimize Lead Nurturing Workflows

Convert Leads to Deals

Converting Leads to Deals via API
Handling Conversion Failures & Rollback Procedures
Best Practices for Leading Reps Through the Conversion Process
Triggering Conversion Automatically When a Lead Score Threshold Is Reached
How to Bulk‑Convert Multiple Leads into Deals
What Is Lead-to-Deal Conversion?
How to Manually Convert a Lead into a Deal
How to Automate Lead Conversion via Workflows
Mapping Lead Data to Deal Properties During Conversion
How to Track and Analyze Lead‑to‑Deal Conversion Metrics

Deal Pipelines & Stages

Understanding Deal Pipelines & Stages
How to Create a New Deal Pipeline
How to Configure Deal Stages
How to Move Deals Between Stages
How to Monitor and Optimize Pipeline Performance
How to Clone an Existing Pipeline for a New Line of Business
How to Set Stage‑Based Probability & Forecast Weighting
How to Automate Stage Transitions with Workflows
How to Bulk‑Reassign Deals Across Pipelines and Stages
How to Archive or Delete Old Pipelines Safely

Lead Management

How to Use Bulk Inline Editing to Update Multiple Leads
How to Set Up and Manage Lead Notifications & Alerts
How to Attach and Manage Files on a Lead
How to Schedule and Track Follow‑Up Tasks for a Lead
How to Create, Send & Track Proposals for a Lead
How to Add and Use Notes & Comments on a Lead
How to View and Leverage Activity History on a Lead
How to Assign and Reassign Lead Ownership
How to Merge Duplicate Leads
How to Use Lead Tags & Custom Fields

Troubleshooting

How to Diagnose Missing Leads or Deals
How to Resolve Duplicate Lead & Deal Records
How to Troubleshoot Workflow & Automation Failures
How to Fix Email & Chat Integration Issues for Leads & Deals
How to Collect Logs & Contact Support for Leads & Deals Issues
How to Recover Accidentally Deleted Leads or Deals
How to Troubleshoot Permission & Access Issues for Leads & Deals
How to Debug API Rate Limit and Authentication Errors
How to Fix Missing Custom Field Values on Lead Records
How to Resolve Discrepancies Between Dashboard Counts and Detail Views