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Samantha Tran: Insurance-VN

Samantha Tran: Insurance-VN

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titleCreate lead
Info

You need to have the privilege permissions to perform this action. (Create accounts, import accounts, view accounts)

  1. Access to Accounts menu → Accounts

  2. Click image-20250117-073536.png in the Account List

  3. Select customer type (Company or Person)

  4. Fill in mandatory fields and MORE INFO tab

  5. Click image-20250117-073750.png to add the accountlead

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titleConvert lead
Info

You need to have the privilege permissions to perform this action. (Create accounts, import accounts, view accounts)

  1. Access to Accounts menu → Accounts Leads

  2. Click image-20250117-073536.png in the Account List

  3. Select customer type (Company or Person)

  4. Fill in mandatory fields

  5. Click image-20250117-073750.png to add the account

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titleAdding multiple leads
Info

You need to have the privilege permissions to perform this action. (Create accounts, import accounts, view accounts)

  1. Access to Accounts menu → Accounts Leads

  2. Click image-20250117-073536.pngImage Removed image-20250117-093433.pngImage Added on a lead in the Account Listlist

  3. Select customer type (Company or Person)Fill in mandatory fieldsperson or company type

  4. Click image-20250117-073750.png to add the account

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