Managing Leads Video

A video guide to managing Leads on E1

1 min read

Manage your team’s Leads on E1

This 3-minute video will take you through the following key learnings:

  • Navigating the Leads hub (Active, Submitted, and Archived)
  • Responding to invitations and managing document status
  • Measuring success with outcome tracking and win rates
Did this answer your question?