LEAD

Create

You can create lead by following the given steps:

Step-1: Click on Prospects -> LEAD then click on Menu Context menu -> Actions -> New LEAD Option. LEAD form will appear.

STEP-2: Fill in the Lead detail, Address info and Description Tabs.

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 . 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 Lead option. Leads form will appear.

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

View

STEP-1: Select Lead from Leads list and right click on it. Select View Lead option.