Leads
How to View Interactions With a Lead
Tracking interactions with your leads is essential for effective customer relationship management. In Fivegrid, you can easily view all the communications sent to a lead, including WhatsApp messages and other touchpoints. This guide will walk you ...
How Owners Receive WhatsApp Alerts for Lead Followup
Efficient follow-ups are essential for effective lead management. In Fivegrid, owners can receive timely WhatsApp alerts for reminder notes, ensuring they never miss a critical follow-up. This guide explains how the process works and how to optimize ...
How to Manage Leads in the Board Section
Managing leads effectively is key to optimizing your sales pipeline and improving customer interactions. Fivegrid's "Board" section offers a streamlined approach to organizing, tracking, and updating leads efficiently. Follow this guide to enhance ...
How to Apply Filters in Fivegrid | Easy Step-by-Step Guide
Fivegrid is a powerful SaaS tool that can help you streamline your data and make informed decisions. One of its key features is the ability to apply filters to your data. In this guide, we'll show you how to easily apply filters in Fivegrid to get ...