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Samantha Tran: Insurance-VN

Samantha Tran: Insurance-VN

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The "Leads" feature helps you manage potential customers who haven't made a purchase yet. Seamlessly create, edit, or remove leads, and keep track of all your prospects in one place to grow your customer base effectively.

Manage leads

Expand
titleView leads in the tenant
Info

You need to have the privilege permissions to perform this action. (View leads)

  1. Access Accounts menu → Leads

The Leads list displays key details like Name, Company, Mobile, Email, and Organization. Click an lead name to view details, reorder columns by dragging, or customize the displayed columns using the column config option.

Easily search and filter the lead list by name, email, mobile, or other details to quickly find what you need. If multiple search criteria are used, the system combines them to display accounts with matching attributes for all selected values.

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 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

You need to have the privilege permissions to perform this action. (Create accounts, import accounts, view accounts)
Expand
titleConvert lead
Info
to a customer

  1. Access to Accounts menu → Leads

  2. Click image-20250117-073536.pngImage Removed Image Added on a lead in the Account Lead List

  3. Select customer type (Company or Person)

  4. Fill in mandatory fields

  5. Click image-20250117-073750.pngImage Removed to add the Choose to convert the lead into a Person or Company account

  6. Input necessary information in the Create account form

  7. Save the form to create the customer 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
    Import multiple leads