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
Read More »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 …
Read More »How to create a Lead with mandatory and optional fields?
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 …
Read More »How to create a Lead only with mandatory fields?
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 …
Read More »What is a Lead?
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 …
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