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Lead Tracking

1 How to Setup Client Lead Tracking

Overview Many businesses need to track customers that are considering whether to purchase services or products. This tutorial provides instructions on how to setup StudioCloud to tracking those potential clients. Client Terms Client A client is considered…

2 How To Setup Your Workflow

Overview This tutorial provides a breakdown of all of the workflow options available to track and organize your business. Track The Status Of A Prospective Client (Lead Tracking) If you need to track a new potential customer, called a lead in StudioCloud,…

3 How to Use The Pipeline Views

Overview This tutorial explains how to use the pipelines views. How to Create or Edit a Pipeline? This tutorial assumes you have already created pipelines. If you need help understanding how to create a pipeline then click on the following link. Click here…