PULSE Academy / CRM and Sales

Leads, contacts and accounts

Capture and organise everyone you sell to.

Beginner · 6 minutes · Article

You'll learn to

• Add and convert a lead
• Use lead forms
• Merge duplicates

• Leads are people you haven't qualified yet. Add them by hand, import them from CSV, or collect them with a lead form you share as a link.
• PULSE checks for duplicates and lets you merge them.
• Convert a qualified lead into a contact, an account (the company) and, if there's an opportunity, a deal.

Try it: create a lead, then convert it to a contact and account.

Related

• Deals and the pipeline
• Follow-ups and email
• Set up a sales pipeline
• CRM demonstration