Help centre
Answers and step-by-step guides for LeadCedar.
10 articles
Getting started
Leads & sales
Adding and importing leads
Add a lead by hand, or bring in many at once from an Excel or CSV file.
Pipeline stages, lead sources, lost reasons and business types
Set up the stages your deals move through, where leads come from, why deals are lost and the kinds of customer you deal with.
Follow-ups and demos
Schedule follow-ups, stay on top of overdue ones, and book and record product demos.