Lead Management Release Notes 11-21-19

• Related Articles

• User Management - Lead Management

  User Management - Lead Management Managing users in the Lead Management solution is a very simple task. You can handle most of it by clicking on the "Users" tab. This will bring you to the "User List" page, where you can see the status and permission ...

• Lead Management API Documentation

  Lead Management API Documentation Lead Management API documentation can be found here . For testing, you will need to send an email to help@naranga.com to request the following information: -Username -Password -Client Id -Client Secret In the Swagger ...

• Lead Routing

  Lead Routing Based on the number of sales team members you have and the varying types of leads you receive, Lead Management can be configured to route leads accordingly. When a lead is received, the routing rule that applies will designate which ...

• Creating automated tasks in Naranga Lead Management

  Creating automated tasks in Naranga Lead Management Tasks in eMax allow you to send reminder emails to yourself and other users in your system to remind them of certain tasks they must perform to help move your lead through the Pipeline. If you would ...

• Lead Automation

  Lead Automation The below setup will initiate the leads from internet portals and corporate websites getting into Lead Management automatically. All lead forms need to be sent to the following in, plain text format: Company Name – ...