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...

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...

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...

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 will...

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...

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...

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 My...

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 ...

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...

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,...