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Fee based feature: To use this feature, you need to chose a payment method within the settings. |
| Save changes: If you have changed fields or information within a field, you need to save the changes with a click on the green tick. | |
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Discard changes: With a click on the X you can close editing without saving your chages. |
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Delete: Delete a field or entry. |
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Choose columns: You can hide or display columns in your lead lists according to your needs. |
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Search: With a click on the loupe, you can search for a keyword within your lead list. |
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| Refresh: With a click on this symbol, you can refresh the current view (if you have received new leads meanwhile). | |
| Additional information: This symbol indicates helpful tips and advices. | |
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Burger menu: With a click on the burger menu you can fade-in the sidebar including the description of the different categories. |
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| Profile: Your profile displaying your contact details and language settings. | |
| Marketplace: This icon allows you to view your marketplaces or those to which you have been invited. | |
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New lead: With a click on the + sign you can easily add new leads to the system, either manually or via the integrated upload function |
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Lead inbox: Leads that you have been created and are not yet transferred are listed in your lead inbox. |
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Transferred leads: Shows a list of leads that you have offered via your marketplaces. |
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Lead offers: Shows all offered leads that have not yet been picked and are still available. |
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Leads in progress: Shows all leads that you are working on. |
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All leads: Shows all leads that you have created, transferred or that are worked on by you. |
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Settings: Within the settings you can insert the Company Master Data, define your standard lead form, invite colleagues are create API keys. |
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Export: You can export every lead list via a click on this export button. |
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