Catalystk CRM Software allows to group the leads according to their category.
In Catalystk CRM you can group the leads according to their category.
A group is a collection of people or things that are put together.
Benefits:
1. Catalystk CRM helps to view all the leads grouped into one category.
2. In CRM you can search the required group in search options of the group name, thereby saves time to view all the leads.
Steps:
1. Click “Leads”, then click the “Groups” tab. Add New "Groups" and click "Save".
2. “Groups” tab is available in the “Leads” tab.