LeadsSeek 使用指南
设置工作空间。研究、评估资格并持续跟进。
找到 20 篇指南
从这里开始
线索工作空间
- Companies and contactsKeep the people and businesses behind each opportunity connected.
- Capture your first leadCreate a lead, link the right people and choose the next action.
- Research a businessRecord sources and inspect a chosen business website.
- Qualify with evidenceAnswer a template, review the score and record a clear outcome.
销售流程
- Deals and pipelinesMove qualified opportunities through your sales stages.
- Activities and calendarPlan the next action and keep follow-ups visible.
- Communications and emailRecord conversations and send a reviewed message through your own account.
- Products and proposalsBuild a catalogue and prepare a proposal from reviewed sales details.
工作空间工具
- 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.
设置与支持
- Contact and Product SyncShare supported records with detected, compatible Odeysoft apps.
- API, webhooks and AIConnect explicitly, limit access and review generated output.
- Preferences and software updatesAdjust presentation and check for an available release.
- License and device accessReview your plan and resolve activation problems safely.
- Troubleshooting and supportCollect useful evidence without exposing private records.