Use leads and offers to more effectively prioritize sales efforts

Make your sales process more efficient and targeted with the Leads & Offers section of contact records.

In this short video, you'll learn how to use the Leads & Offers section to track specific works your contacts are interested in and how likely they are to buy:

Suggested Readings

• Improve your sales process with activities and to-dos
• How to delete a payment method from a Contact record
• Store a client payment method without running it