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Enter a new lead



      Add new tag

      Enter a new contact

      Add a new company

        Enter a new task

        • Call customer
        • Email customer
        • Send documents
        • Arrange a meeting

        Enter a note on a lead

        • Call customer
        • Email customer
        • Send documents
        • Arrange a meeting

        Update Lead Created Date

        Edit a note on a lead

        Cancel lead

        Edit task

        Mark as closed

        Closing the lead will mark it as completed successfully and close any related tasks.

        Cancel Task

        Cancel this task if it is no longer required to be done.

        Enter a new lead

        Recording...

        Create/update lead from email

        To create a new lead from an email simply add a BCC to lead@jmpreferredpartners.com

        If a lead exists with that email address, your email will be captured and attached to the lead

        Add a new lead

        Log work

        Added the item to your cart

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