Leads

Mark todo as complete

Last Updated: May 19, 2018 at 11:49 am

When you compete the todo of the particular lead you can mark todo as complete. To complete the todo click on the lead from milestone. Open the details of lead. In the right side click on Checkbox front of the todo under the Todos section. There is shortcut to mark todos as complete. Just click

Editing todos for a lead

Last Updated: May 19, 2018 at 11:35 am

You can easily edit todo by going to the lead details page by clicking on the lead from the milestone. To edit a todo item click on Todos from the right side, find the todo that you want to edit and click on the Edit button next to that todo. In the popup edit the

Creating a todo for a lead

Last Updated: May 19, 2018 at 11:25 am

The word “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 Todo List. To create todo’s for a lead click on the lead in the milestone. In the right side click on Todos

Removing files from leads

Last Updated: May 19, 2018 at 11:18 am

To remove a file from the lead click on the lead from milestone. Open the lead details, click on x icon button for delete the file under in Files section. There is shortcut to delete the files. Just click on the Files button on the lead from milestones. The popup will open

Uploading and Removing files

Last Updated: May 19, 2018 at 11:07 am

You can attach multiple files to a lead. To upload a file with a lead, click on the lead from the milestone. Select the option Files from the lead details page. You can drag and drop a file on the drop files area or click on drop file area to browse and select file.

Adding/Editing/Deleting notes

Last Updated: May 19, 2018 at 11:01 am

You can also save the notes of the particular lead in which you can save important communication, updates and important information about the lead. You can also click on the lead from the milestones. Then the detail page will open then click on the Notes button. Write the note and click on the Done button

Assigning lead to the particular user

Last Updated: May 19, 2018 at 10:27 am

Here any one can assign the lead to the any user by different methods. First Method: Drag the user from the users bar in the right side, drop the user on the particular lead you want to assign them. Click on icon button and you can see list of user. Now you will drag on user

Lead Price

Last Updated: May 19, 2018 at 10:04 am

You can add the price value of the lead which shows the price value of that particular lead. You just have to see price on the lead which appears on milestones. There is another shortcut method to save the lead value. To add the price of the lead, you can click on the lead to

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

Creating a new lead

Last Updated: May 18, 2018 at 5:19 pm

To create a new lead, click on +Create button and then click on Lead section. A new lead will be created and will show up under the first milestone of stream. The popup will open where you can create a lead by adding information and after that click on the Add button. In popup,