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  • Sending proposal to lead

    15-09-2020 12:09:05
    We assume that you already have created the proposal. Click on the mail icon from the right side and popup with with the preview email template will be shown. You can include the proposal link inside the email template and let your cus...

  • Convert Lead to Customer

    15-09-2020 12:18:20
    Convert Lead to a Customer Click on the lead and wait for the modal to be opened, on the top button cli...

  • Create New Lead

    15-09-2020 12:21:43
    Navigate to leads view from the main menu on the left side and click on the button new lead. If you mark the lead public will be visible to all staff members, otherwise will be visible to the assigned member, creator...

  • Generate Lead Report

    15-09-2020 18:26:46
    To view your leads report navigate to menu item Reports from the aside menu and click Leads. You can view the following reports: Weekly...

  • Lead Activity Log

    15-09-2020 18:28:44
    To track lead activity open a lead modal and click on the Activity log tab. All importand actions will be saved as activity log for this lead. When activity will be logged for specific lead? After lead is...

  • Assign lead to staff member

    15-09-2020 18:30:20
    Open a lead and simply select the staff member you want to assign the lead. After submitting the staff member will receive notification that you have assigned this lead.** LEAD MUST BE MARKED AS PUBLIC IN ORDER TO ASSIGN TO ...