A lead represents any person or organization that a company might have the potential to do business with
In “Leads” menu you can see all Leads.
The Leads menu is displayed in List Mode, you can switch to KANBAN Mode. You can create New Leads, Import Leads from your local storage, Print or Download Leads in XLSX, CSV or PDF Format, view more details, Change Lead Status, Change Lead Assigned To. You can also Edit or Delete an existing Lead.
You can create a New Lead by clicking on “New Leads” beside “All Leads”. Fill up all info and click “Save” to Save the New Lead.
You can Import Leads from your local storage by clicking on “Import Leads” beside “New Leads”. Select Lead file (XLSX, CSV format only) and click “Upload” to Upload the selected Lead file.
You can view more details by clicking on the Lead Name. You can Convert the Lead into Client, Change Leads Status. You can also Edit the Lead.