Versions Compared

Version Old Version 18 New Version 19
Changes made by

Samantha Tran: Insurance-VN

Samantha Tran: Insurance-VN

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Expand
titleCreate lead
Info

You need to have the privilege permissions Create leads permission 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 Lead 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

Expand
titleConvert lead
Info

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

  • Access to Accounts menu → Leads

  • Click image-20250117-073536.pngImage Removed in the Account List

  • Select customer type (Company or Person)

    • Fill in mandatory fields

  • Click image-20250117-073750.pngImage Removed to add the account

    • Expand
    titleAdding multiple leads
    Info

    You need to have the privilege permissions to perform this action.

  • Access to Accounts menu → Leads

  • Click image-20250117-093433.pngImage Removed on a lead in the list

  • Select person or company type

    • Click image-20250117-073750.pngImage Removed to add the account