Sales Leads
Sales Leads Search
The Sales Leads screen allows users to create new Sales Leads or search for existing ones. Video...
Sales lead Process
CRM Module> Activity> Sales Leads A Sales Lead is a person or organisation that has shown intere...
Create a Quote From Sales leads
Create a quote The system allows users to generate a Quote directly from an existing Sales Lead,...
Sales Leads - Reminder Create
This section of the Edit Lead screen controls key date fields and reminder functionality for mana...
Sales Leads import export
This feature allows for exporting and importing of sales leads. It can be used to import new lea...