Update Lead
When creating a Lead, various details need updating, including routing, commodity, parties, services, billing, and internals. Each category requires specific information to be added.
Key Stages
Stage 1 : Cargo Routing
Stage 2 : Commodity
Stage 3 : Parties
Stage 4 : Pickup/Drop
Stage 5 : Services
Stage 6 : Internals
Ensure you complete every stage of the Lead creation process without skipping steps to maintain data accuracy. Skipping stages can result in incomplete or inaccurate information, impacting later processes and decisions. Follow each stage diligently for successful Lead creation.
We'll delve into these details further in the upcoming article.
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