To delete a lead follow the steps mentioned below: Click on the name of the lead which has to be deleted Click the delete button Click OK on the prompt The lead would be deleted

To edit a lead follow the steps mentioned below: Click on the name of the lead which has to be edited Click the edit lead button Change the value(s) in the field(s) of your choice Click the Update button The lead would be edited. Note: It is not mandatory to …

How to create a lead with mandatory and optional fields: Following fields are optional for creating a lead: Basic Mobile 2 field Mobile 3 field Email 2 field Email 3 field Profile picture Lead Details Medium Campaign Initial Remarks Company details Country State City Pin Code Residential Address Official Address …

How to create a Lead using only the mandatory fields: Following fields are mandatory for creating a Lead: Person Name Mobile 1 Email 1 Follow Up Status Source To create a Lead follow the steps mentioned below: Click the add lead button Fill out the person name field Fill out …

A lead is a person or business that might eventually become a client of yours. Just like an enquiry a lead can be received through following sources: Inbound call Chat Free Classifieds Paid Classifieds Email Marketing Walk-In Website And many more sources Leads can also be received through the following …

To add lead with the follow up status Converted follow the steps mentioned below: Click the name of the enquiry to which the lead has to be added Click the Add lead button Select the follow up Converted Select user (Mandatory) Select Conversion Date (Mandatory. Only past dates are allowed) …

To add lead with the follow up status Wrong Number follow the steps mentioned below: Click the name of the enquiry to which the lead has to be added Click the add Lead button Select the follow up Wrong Number Enter Remarks (Remarks are mandatory) Select Notify by SMS (Optional. If …

To add lead with the follow up status Dead Lead follow the steps mentioned below: Click the name of the enquiry to which a lead has to be added Click the add Lead button Select the follow up Dead lead Enter Remarks (Remarks are mandatory) Select Notify by SMS (Optional. …

To add a lead with the follow up status Not-Interested follow the steps mentioned below: Click on the name of an enquiry to which the lead has to be added Click the Add Lead button Select the follow up Not Interested Enter Remarks (Remarks are mandatory) Select Notify by SMS …

To add a lead with the follow up status Call Back follow the steps mentioned below: Click on the name of an enquiry to which the lead has to be added Click the Add Lead button Select the follow up Call-Back Select user Select Next follow Up Date (Follow Up …