To send mail to a lead follow the steps mentioned below: Click on the name of the lead to which Mail has to be sent Click on the button Mail Case One : Send Mail Using Template Select Email (Mandatory) Select Account (Mandatory) Enter a ReplyTo Email (Mandatory) Check the …

To send an SMS to a lead follow the steps mentioned below: Click on the name of the lead to which SMS has to be sent Click on the SMS button Select a mobile number (Mandatory) to which SMS has to be sent Select Account (Mandatory) Select Sender ID (Mandatory) …

To view the uploaded documents follow the steps mentioned below: Click on the name of the lead whose documents has to be viewed Scroll to the documents section of the lead Click on the document that has to be viewed