How do I keep an overview of my company’s lead lifecycle?
OneInsight has the functionality to show a simplified view of your company’s overarching lead lifecycle and show all people in specific stages of this lead lifecycle. This is what you can find as OneInsight’s Lead Queue.
To learn how to set up the system, visit "Show lifecycle stages in OneInsight". To better understand how you can work with this functionality once it has been set up, visit "Lead Queue".