What is a lead in Clickmax?
A lead is a potential customer who has shown interest in your product or service. In Clickmax these records are called contacts and are centralised in the Contacts section, where you can organise them into lists and segments and move them through the stages of a pipeline as opportunities.
Related
If it didn't work
- Can't find the Contacts section? Check that your profile has access in Permissions.
- Hit the record cap? See the contact limit.