Blog


Mark/Unmark a lead as important


 

Go to the profile page of a lead Click on the star icon beside the lead’s name to mark it as important, and when you do that the icon will be filled with yellow color. Click on the star icon again to unmark it as important.  

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Convert Lead to Customer


 

Go to the profile page of a lead and click on Convert to Customer A form will show up with the data of the lead, make any changes if you have to Click on the save button   What happens after a lead is converted to a customer? After you convert a lead to customer

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Lead Sources


 

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 Add

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Lead Statuses


 

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 add

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Sending proposal to customer or lead


 

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. If

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