Advanced Search
Search Results
5 total results found
Sales Settings
1. Sales Module
New Leads
1. Sales Module
This guide covers managing leads, including creating New Leads, managing Lead Stock, handling Duplicated Leads, adding New Leads, and Uploading Leads. If you notice discrepancies between this guide and the product, please report them to ensure corrections.
My Leads
1. Sales Module
The My Leads module is a centralized hub where you can manage all your leads. After creating a lead and assigning it to a specific individual, it is sorted into one of several tabs based on its state. If no state is selected during lead creation, the lead is a...
Dashboard / My Calender
1. Sales Module
Sales Reports
1. Sales Module