Detail information about particular lead
Last Updated: May 18, 2018 at 5:29 pm
You can set the all information about a Lead at single place.
Click on lead and open the complete lead.
After clicking on the lead the page will open which shows the following menu items.
Activities – Here you can see the all the activities performed on the lead by each user.
Todos– See a list of all Todos for that lead sorted by date.
Contacts – Attach contacts and organizations to the lead.
Notes – Add and view notes or information about the lead.
Emails – Attach emails by forwarding them to the unique MailSync ID.
Files – Upload files in any format pertaining to the lead.
Products– Assign products with value to the lead.
Location– Assign a location to the lead.
Sources– Define a source from where the lead was acquired.
Fields– Every business has their own method to work. So you can add the default fields according to your need.