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Vincent D.
VD
IT Operations Specialist
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What's your workflow regarding leads?

How do you handle them, rate them, do you put them in circles etc? How does your workflow look like?
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Mike L.
ML
CEO
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Hi Vincent, In SuiteDash, leads can be added to email marketing lists and sorted in the CRM, but they can't access the portal. This means they won't be able to sign contracts, receive emails via Secure Messaging or be updated on projects. We have a "prospect" role, though, which is a step before the Client and still has access to the portal.
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