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.