Lead & Contact Management
How to Create New Source
Overview The Sources feature in WeekMate CRM allows you to define and manage the different channels through which leads enter your sales pipeline. Common sources include your website, referrals, social media, email campaigns, and other marketing ...
How to Create New Account
Overview The Accounts module in WeekMate CRM allows you to create and manage records for your customers, prospects, and business organizations. Each account stores essential information such as the account name, industry, contact details, owner, and ...
How to Create Industries
Overview The Industries feature in WeekMate CRM allows you to create and manage industry categories used across the CRM. Assigning an industry to leads, contacts, or accounts helps organize customer data, improve filtering, and generate more ...
How to Create a New Contact
Overview The Contacts module in WeekMate CRM allows you to store and manage customer contact information in one place. By creating contact records, your sales team can keep track of customer details, maintain communication history, and manage sales ...
How to Bulk Assign the Leads
Overview The Bulk Assign Leads feature in WeekMate CRM allows you to assign multiple leads to a different owner in a single action. This is useful when redistributing leads among sales representatives, balancing workloads, or reassigning leads after ...