Recently Updated Pages

Overview Use this to add a single lead manually into the CRM. How to Add a New Lead Go to Sales M...

Overview Lead Stock contains leads that have been withdrawn from a salesman — either manually, au...

Overview The New Leads section shows all leads that have recently entered the CRM and have not ye...

Overview CIL (Client Information Letter) settings control how and when CIL reminders are sent to ...

Overview The Withdraw settings control when leads are automatically taken back from a salesman du...

Overview The Rotation feature automates how leads are distributed across the sales team. Instead ...

Overview This page controls when and how the system sends email and in-app notifications related ...

Overview This page controls how lead states behave — what fields are required, when check-ins are...

Overview This settings page controls how leads are created and how the system handles duplicate e...

Sales Reports Overview The Sales Reports section gives managers a detailed view of team performan...

Overview My Calendar gives you a visual timeline of your scheduled lead actions — upcoming tasks,...

Overview The Dashboard gives you a real-time overview of your sales team's performance and lead a...