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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 created and will show up under the first stage o...
Mon, 24 Feb, 2020 at 2:35 PM
Lead details page
You can all of the relevant information about a Lead such as files, contacts, notes etc at one single place. To enter lead information click on the lead fr...
Mon, 24 Feb, 2020 at 2:37 PM
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 to reflect in the users My Todo List. In addit...
Mon, 24 Feb, 2020 at 2:38 PM
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 the user's My Todo List and the user wil...
Mon, 24 Feb, 2020 at 2:39 PM
Adding/Editing/Deleting notes
Notes can be entered to store important communications, critical updates etc pertaining to a lead. To add notes to a lead click on the lead in the pipeline...
Mon, 24 Feb, 2020 at 2:40 PM
Uploading/Removing files
You can attach a file to a lead from multiple sources such as your PC, a link, your Gmail account, your Dropbox account or your Google Drive account. To u...
Mon, 24 Feb, 2020 at 2:41 PM
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 created for a lead also shows up in the M...
Mon, 24 Feb, 2020 at 2:42 PM
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 on Todos from the left menu, find the todo ...
Mon, 24 Feb, 2020 at 2:43 PM
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 also displayed on the lead in the pipeline. The...
Mon, 24 Feb, 2020 at 2:44 PM
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 the lead details page. In the Todos view,...
Mon, 24 Feb, 2020 at 2:45 PM