Tuesday, April 20, 2021
🏢 Lead is basically similar in function to News Source except it is universal and can be used by anyone.
Use it for things like investor / hiring tracking etc.
If a Lead is created within any Notebook, 'Leads Pipeline' tab will appear as one of the tabs. This is basically similar to the Pipeline tab in our Sources group - it enables leads to be viewed/sorted by date, status, etc