Lead Management

  • Visits to Leads Conversion

    You may turn website visits into leads or possibilities. Click the Configuration tab and choose Settings from the dropdown list to begin this conversion. “Visits to Leads” should be enabled...

  • Creating a Quotation

    The CRM module is made in a way that makes it simple to start a new quote in the Pipeline window at any point. Under the Sales tab, click “My...

  • Creating a New Opportunity from a Lead

    Every time you produce a new lead, you may convert it instantly into an opportunity. Converting a lead to an opportunity in this manner raises the likelihood of it eventually...

  • What is Lead Management

    Lead Management allows you to gather leads from several sources and track which ones meet the requirements to be considered as opportunities. Additionally, the CRM module assists you in generating...