If you're getting started with PestPac Lead Management for the first time or just need a quick refresher, here are the 10 things you'll need to do to get the module up and running.
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Step 1: Create your Sales Regions
Step 2: Assign Employees’ Access Rights
Step 3: Create your Lead Sources
Step 4: Create your Campaigns
Step 5: Create your Sales Funnel Stages
Step 6: Create your Workflows
Step 9: Enter your Agreement Terms