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LEAD

Create

You can create lead by following the given steps:

STEP-1: Click on Prospect → Leads → New Leads. Leads form will appear.

STEP-2: Fill in the Lead detail, Contact detail, Address info and description.

STEP-3: Assign Lead to User or team by selecting single or multiple entries from the list.

STEP-4: Click on Save Button.

List

STEP-1: Click on Prospects → Leads → List Of Leads. Leads list will appear.

Edit

You can edit Leads by following the given steps:

STEP-1: Select Lead from Leads list and right click on it. Select Edit Leads option. Leads form will appear.

STEP-2: Edit Lead’s Detail and Save the form.