Add New Lead To add new lead, click the button on the lead landing page and follow the following procedure Enter the lead company name Enter lead company website address Enter lead company address Enter lead mobile contact number Enter…
Lead Kanban Board To view the Kanban board, click the button on the lead main page. A Kanban board shows tasks in visual representation and helps to see the stages of each piece of work. To edit the existing records…
Add new Column to the Lead Kanban Board To add a new Column, click the button on the lead main page and follow the following procedure. Enter the Lead Status/Column name. Enter the label color for new lead column Click…
Lead Source Setting For Message setting click the button under the ⚙︎ Setting button as follow
Lead Status Setting For Lead Status setting click the button under the ⚙︎ Setting button as follow
Lead Agent Setting For Lead Agent setting click the button under the ⚙︎ Setting button as follow
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