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  1. Finepoints
  2. Lead Management

Lead Management

Managing Leads and Contacts in Finepoints

Leads and Contacts

  • Managing Leads and Contacts
  • Editing Leads
  • How to filter/segment Leads or Contacts
  • Transferring Leads or Contacts between Databases
  • Adding new leads or contacts

Appointments & Follow ups

  • Follow ups
  • Booking Appointments

Inbound Leads

  • Viewing Inbound Leads
  • Webforms and inbound API
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