Support Center

Leads

  • Creating a new lead

    To create a new lead, enter the lead name in the textbox next to the Add Lead button. A new lead will be cr...

    Apr 21, 2014 02:39PM IST
  • Lead details page

    You can all of the relevant information about a Lead such as files, contacts, notes etc at one single place. ...

    Sep 25, 2013 10:50AM IST
  • Assigning a user to a lead

    Any user can be assigned to a lead. Assigning user to a lead will result in the todos of that particular lead ...

    Jan 15, 2014 10:47AM IST
  • Unassigning an user from a lead

    You can unassign a user from a lead. Once this is done, the Todos associated with the lead will not show up in...

    Sep 25, 2013 11:54AM IST
  • Adding/Editing/Deleting notes

    Notes can be entered to store important communications, critical updates etc pertaining to a lead. To add not...

    Jan 15, 2014 10:43AM IST
  • Uploading/Removing files

    You can attach a file to a lead from multiple sources such as your PC, a link, your Gmail account, your Dropbo...

    Jan 15, 2014 10:34AM IST
  • Creating a todo for a lead

    Todos ensure that you never miss out on a necessary action that needs to be performed on the lead. The todo's ...

    Jan 15, 2014 10:19AM IST
  • Editing todos for a lead

    You can edit a todo item by going to the lead details page from the Pipeline view, To edit a todo item click...

    Jan 15, 2014 10:17AM IST
  • Marking a todo as done

    You can mark a todo activity as done when that activity has been completed. The todos created for a lead are a...

    Jan 15, 2014 10:14AM IST
  • Deleting a todo for a lead

    You can delete a todo task from the lead details page. To delete a todo item, click on the option Todos from...

    Jan 15, 2014 10:11AM IST
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