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Lead

A Lead refers to an individual with whom the business has a relationship or intends to establish one. This person could be a customer, prospect, partner, supplier, or anyone relevant to the organization’s operations and communication.


Lead Page

Create Lead​

Create a new lead by entering its basic information into the system.

  1. From the lead page, click add.
  2. Enter the basic information of Lead: Name, Email, Contact Number, Job Title, Sales Owner and Organization.
  3. Review all input details, then click save.

Create Lead Page

Edit Lead​

Modify an existing lead by updating its information in the system.

  1. From the lead page, click edit.
  2. Make the necessary updates then click save.

Edit Lead Page

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