Lead & Contact Management

Viewing Lead List

Edit Lead list view Navigate to the Lead on the left side menu after logging in Click on the Edit   Button to Change the Lead list view Check the box for the fields you want to display in the lead list or else uncheck  the same Setting once done will be saved and next time you […]

VIew Lead Details

Lead info Click on Leads from the left menu bar Once you see all your leads, click on the Lead name for which you need to see the complete Lead Info You will see communication history  on the middle of the screen and on the right you will see the Lead Info       […]

Add a Lead

Method 1 Form & its customisation  

Adding a deal

From Lead info panel Click on Leads  from the left menu bar Once you see all your leads, click on the Lead name for which you need to  add the Deal Click the Add New icon from the right side Lead info Panel  in deal section   Fill in the Lead Name and other details, deal will be successfully added   […]

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