Leads

Create a new lead

1. Enter the Lead module from the home page.
2. Leads list is displayed.
3. Click on the add lead icon on the upper right corner of the page.
4. The Add lead page is displayed.
5. Enter the details like name, phone number and email id. Ensure that you enter the stage as the stage is a mandatory field.
6. Click the save icon on the upper right corner of the screen.

Edit a lead

You can only update the email address, phone number and stage of any lead in the edit mode of a Lead.

1. Click on the lead you want to update or modify.
2. The lead details page is displayed.
3. Click on the edit icon on the upper right corner of the page.
4. The editables fields Email, Mobile and stage become green in colour indicating that they can be modified.
5. Update the required details and click on Save icon at the upper right corner of the page.
6. The updated details are saved and the lead details page is displayed.

Leads Profile

Click on the lead name to enter the lead profile page.

• Click on the phone icon to call your lead.

• Click on the WhatsApp icon to send a whatsapp text or to place a whatsapp call to your lead.

• Click on the email icon to send an email to the lead.

• Click on the location icon to check the address of your lead.

• Click the forward icon on the upper right corner of the page to forward the lead details to a colleague or team member.

Add actions to your lead

1. Click on the lead name to enter the lead profile page.
2. Navigate to the actions tab.
3. The list of actions performed for this lead will be displayed.
4. Click on the add