App leads User Guide

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:
  1. Fill out necessary information and click on “Create” once done.



3. Click on the lead name to view and edit the leads:
  1. Click on Edit to edit the lead details: 




4. Leads Tasks: Click on the tasks tab to view the lead task.
  1. Click on create to create a task related to the lead.
  2. 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.
  1. Click on create to create a note related to the lead.
  2. Click on the dropdown button beside the lead note to view more details. 




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