How to Manage CRM

CRM
Team Manager
Team Manager

Created: 10/06/2020 9:40 AM - Updated: 12/04/2020 10:15 AM

On the Left Navigation Menu Click on CRM > Select Add New Lead.
Click on "+Lead" to create Add New Lead.


After Selecting your Customer Fill all the details and Discussion with the Customer in the following columns.
Select the next Calling Date and Assign Staff.



Click on Create to Save the Details.
 

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