Lead Management & CRM
Explore all 19 articles and guides related to lead management & crm.
Does Visafy handle payments?
Financial tracking mechanics.
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How Do I invite a lead/client to Visafy Client Portal?
Providing secure portal access quickly.
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How do I bulk Edit leads in Visafy?
Select multiple profiles to apply changes.
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How do I bulk edit organizations in Visafy?
Modifying multiple companies at once.
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How do I create an Application for a client in Visafy?
Starting a new visa case.
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How do I create an application for a Family member in Visafy?
Tracking dependent visas.
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How do I edit a lead in Visafy?
Updating contact information.
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How do I edit an organization in Visafy?
Updating corporate profiles.
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How do I edit employee details in Visafy?
Modifying sponsored staff data.
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How do I enter fees for a corporate client deal?
Recording billing for B2B deals.
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How do I export Client Data in Visafy?
Retrieving CSV backups of clients.
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How do I export organizations in Visafy?
Downloading B2B records.
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How do I import leads in Visafy?
Bulk upload contacts into the CRM.
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How do I import organizations in Visafy?
Uploading corporate entities in bulk.
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What are Quick notes in Visafy?
Private internal team communication.
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What is the Lead Hub used for in Visafy?
How to maximize your B2C CRM.
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What is the difference between clients listed in the Lead hub and the employees under an organization?
B2C vs B2B tracking workflows.
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What is the lead hub in Visafy?
Command center for B2C clients.
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What is the organization page used for in Visafy?
Managing corporate relationships.
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