App leads User Guide
1. Accessing the Leads : Navigate to Leads by clicking on the four boxes icon on the bottom right of your screen. Select Leads.
2. Click on create Lead to create a new lead:
- Fill out necessary information and click on “Create” once done.
3. Click on the lead name to view and edit the leads:
- Click on Edit to edit the lead details:
4. Leads Tasks: Click on the tasks tab to view the lead task.
- Click on create to create a task related to the lead.
- Click on the dropdown button beside the lead task to view more details.
5. Lead Notes: Click on the notes tab to view the lead notes.
- Click on create to create a note related to the lead.
- Click on the dropdown button beside the lead note to view more details.
