LeadsSeek User Guide
Set up your workspace. Research, qualify and follow through.
5 guides found
Clear searchWorkspace tools
- Automation and saved viewsUse rules and focused lists to organize repeatable work.
- Import and export safelyPreview incoming records and choose the right transfer format.
- Duplicates and data qualityReview possible matches before changing existing records.
- Reports, forecasts and goalsReview sales progress with the right dates, filters and currency.
- Backup and recoveryPrepare a recoverable copy before making major changes.