Recent Posts

How to create lead with follow up status Call Back?

To create a lead with the follow up status call back follow the steps mentioned below: Click the add lead button Fill out person name field Fill out mobile 1 field or email 1 field or both Select the source Select the follow up status Call Back Select User (User …

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How to Delete a Lead?

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

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How to Edit Lead?

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 …

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