Category: Leads

The existing contacts can be modified and updated. On left hand just go to Leads > List Leads  a table will be visible to you for all the existing leads. Click on edit and form will be shown with old values you can modify and them and click on save button below to update it.  

You can view all contacts information like Details, Tasks and it’s Events by  going to Leads > List Leads  , inside list Lead table just click on any of the contact name you want to view information and the data will be shown. Details The details tab contains the information which you saved through the form […]

Your saved leads can be access easily just goto Leads > List Leads . Your Leads will be visible in a tabular form like this.   On Right side, the actions buttons allow you to Edit and delete any contact. Below the numbering buttons can be used to switch to next or previous number of contacts.

Lead is an important part of any business thus our CRM application make it easier for you to create new leads and saved inside CRM to access it later. Here is how you can create a new lead. From left side menu goto Leads > Create Lead  A form like below will be visible to […]