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Samantha Tran: Insurance-VN

Samantha Tran: Insurance-VN

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Expand
titleView lead details

The Lead Details page provides a comprehensive view of lead information

This section gives you all the information about the sale. Besides, you can also perform the following actions:

Create & Convert leads

Expand
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 lead

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