Lead source is a critical piece of data you need in order to assess the value of your marketing campaigns and part of proper lead management as it allows you to track where your Leads are coming from. Lead Sources are managed and created in your settings. Go to Settings > Leads > Sources and click on AddRead More.
The system comes with some lead statuses. You can add more or remove statuses to cater to your needs. However there is one lead status called Customer, which is a system default one and cannot be removed. The status of a lead changes to Customer, when a lead is converted to a customer. To addRead More.
You can send a proposal to your customer or lead in two different formats. PDF Web View (meaning your customers/leads can view it as a web page, accessing by a link) Sending via Email Navigate to Sales > Proposals and open the proposal Click on the envelop icon and a modal should pop up. IfRead More.