Lead Action Point

Lead Points are a way to track and prioritize important actions or events related to a lead. By assigning a point value to each action, you can easily identify and focus on the most important actions to take next.

Once you have set your Lead Points, as you complete each action, be sure to update the Lead Point status and point value accordingly. This will help you stay organized and focused on the most important actions to move your leads through the sales funnel.

Edit Actions point

Go to Top Panel > Settings > CRM > Lead Actions point > Edit Lead Actions point

Delete Actions point

Go to Top Panel > Settings > CRM > Lead Actions point > Delete Lead Actions point