Learn how to effectively manage and organize your leads using Buena.ai’s lead management system.

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Overview

Our lead management system helps you:

  • Organize leads by status and priority
  • Track lead interactions and history
  • Set up automated follow-up workflows
  • Integrate with your CRM systems

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Key Features

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Lead Organization

  • Custom lead statuses
  • Tags and categories
  • Lead scoring
  • Pipeline management

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Automation

  • Automated lead assignment
  • Follow-up reminders
  • Lead nurturing sequences
  • CRM synchronization

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Getting Started

  1. Import your existing leads
  2. Set up your lead statuses
  3. Configure automation rules
  4. Start managing your pipeline

This guide is currently being developed. More detailed information will be added soon.