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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
AB Support
16

Tags

AB Sales 17 CRM 17 AB Support 16 Microsoft SSO 7 AB Projects 5 AB Projects documents 4 Microsoft Teams 4 Teams integration 4 access control 4 agents 4

Search History

board view 7388 project summary export 1324 project updates 1313 ActionBridge 1285 Teams project roles 1253 project configuration 1235 project roles 1229 install in Teams 1193 Microsoft Teams task management 1189 ACTIONBRIDGE task creation 1183 RBAC 1182 assign task 1182 AI support 1178 one channel per project 1178 task deadline notification 1175 ACTIONBRIDGE project settings 1171 filters 1167 permissions 1163 Microsoft 365 app 1162 task management 1162 in-app messages 1158 collaborative task tracking 1156 task workflows 1154 work planning 1154 reminder timing 1153 project member communication 1148 AB 1138 ACTIONBRIDGE notifications 1128 Teams collaboration 1126 monthly charges 1120