Socket

Track your Lead's touchpoint timeline by adding notes and assigned activities for yourself or your team.

Adding Notes and Activities to a Lead

Manage lead status, create proposals, and progress deals through to approval, all within a kanban style view.

Creating a Lead in Socket

Track your new deals all in Socket's fully integrated client pipeline.

The Leads Module: Getting Started

Amy Mall

Track your new deals and manage renewals with existing clients

The Leads Module

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