In this IntoAEC lead management tutorial, you’ll learn how to create clear and effective notes that keep every client conversation organised.
The video shows how structured notes help teams remember key details and follow up at the right time.
You’ll also learn how to add, categorise, and record important client insights within the lead workspace.
Whether handling new prospects or long-term clients, this tutorial helps you stay organised and improve your follow-up efficiency.
Watch the tutorial video:
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