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Team

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Export claim item list

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Enter a new lead

Title

Source

Lead type

Stage

Company

Name

Contact

Notes

Add new tag

Tag title

Enter a new contact

Preferred name

Name

Contact

Add a new company

Company ID

Company name

City

State

Country

Enter a new task

Title

Call customer
Email customer
Send documents
Arrange a meeting

Task Due

Description

Assigned to

Enter a note on a lead

Create a new task

Call customer
Email customer
Send documents
Arrange a meeting

Update Lead Created Date

Created date

Edit a note on a lead

Cancel lead

Edit task

Mark as closed

Closing the lead will mark it as completed successfully and close any related tasks.

Closed Date

Sale amount

Cancel Task

Cancel this task if it is no longer required to be done.

Enter a new lead

Image

Voice Memo

Recording...

Notes

Create/update lead from email

To create a new lead from an email simply add a BCC to lead@admin.cymrexaccelerate.com

If a lead exists with that email address, your email will be captured and attached to the lead

Add a new lead

Title

Journey

Company

Description

Log work

Task

Hours

Date

Notes

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