Tag Archives: mandatory lead

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

To create a lead with the follow up status Dead Lead 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 source Select follow up status Dead Lead Enter Remarks (Remarks are mandatory) …

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 …