Managing 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.

The Lead Details page provides a comprehensive view of lead information

Open

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

• Edit lead

• Convert lead

• Create a new note for the currently viewing contact (Similar to https://contemi.atlassian.net/l/c/DvtejLP0)

1. Access to Accounts menu → Leads

2. Click in the Lead List

3. Fill in mandatory fields

4. Click to add the lead

1. Access to Accounts menu → Leads

2. Click on a lead in the Lead List

3. Choose to convert the lead into a Person or Company account

4. Input necessary information in the Create account form

5. Save the form to create the customer account