Leads

The Leads feature allows users to manage potential customers in their company

Use Case

With the Leads feature, users can easily track potential customers, capture customer information, and convert leads to customers.

Instructions

Adding New Leads

1. Navigate to the “Leads” tab.
2. Click on the “Add Lead” button.
3. Enter the lead details, such as the lead name and lead source.
4. Click “Save” to create the lead.

Managing Leads

1. Navigate to the lead you want to manage.
2. Edit the lead details as required.
3. Assign the lead to a user.
4. Add notes or attachments to the lead.

Converting Leads to Customers

1. Navigate to the lead you want to convert.
2. Click on the “Convert to Customer” button.
3. Enter the customer details, such as customer name and billing address.
4. Click “Save” to convert the lead to a customer.