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Leads: Capturing and Qualifying Prospects

A Lead is a prospect you haven't yet established a relationship with. This article covers the status pipeline (New, Information filled, Contacted, Qualified, Disqualified), how the AI Get URL button works, and how leads get filled in manually or by the Agent.

AB Sales
CRM
leads
lead status
pipeline
get URL
information filled
qualified

Category

AB Projects
28
AB Sales
17
Common
17

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AB Sales 17 CRM 17 Microsoft SSO 7 AB Projects 5 AB Projects documents 4 Microsoft Teams 4 Teams integration 4 access control 4 Microsoft Teams task management 3 Teams channel sync 3

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board view 7373 project summary export 1312 project updates 1295 ActionBridge 1270 Teams project roles 1239 project configuration 1220 project roles 1215 install in Teams 1179 ACTIONBRIDGE task creation 1171 RBAC 1171 assign task 1170 Microsoft Teams task management 1168 AI support 1163 one channel per project 1163 task deadline notification 1160 ACTIONBRIDGE project settings 1158 filters 1151 Microsoft 365 app 1146 permissions 1146 task management 1146 in-app messages 1145 collaborative task tracking 1141 reminder timing 1141 task workflows 1139 project member communication 1137 work planning 1136 AB 1127 ACTIONBRIDGE notifications 1116 Teams collaboration 1114 monthly charges 1110