Leads

  • Sending proposal to customer or lead

    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 cu...
  • Create New Lead

    Navigate to leads view from the main menu on the left side and click on the button new lead. You can also for quick approach add from the Quick Create menu by clicking on the top left caret and click New Lead, a modal will be open...
  • Generate Lead Report

    To view your leads report navigate to menu item Reports from the aside menu and click Leads. You can view the following reports: We...