Leads

Navigate to Leads

Select Add Lead

Fill in the required information

Select Add to complete or Cancel to exit without saving changes. 

When a lead is added, a corresponding contact is automatically created in the Contact Management section.

If a duplicate entry is detected, the system will ask for confirmation to continue before creating a new entry. 

Select an action

Only leads that have not been converted to opportunities can be edited or deleted.

• Edit: Update lead information before it is converted to an opportunity.
• Delete: Permanently remove the lead from the system.
• Duplicate: Create a copy of the lead to use as the basis for a new lead record.

Confirm the action

Select a Lead

Navigate to Activity

Select an activity type

• Log a Call: Record a completed or attempted phone call and its details.
• New Task: Document a task that requires follow-up or completion.
• New Event: Note a meeting, appointment, or other time-based activity.

Fill in the required information

Select Save to complete or Cancel to exit without saving changes.

Navigate to Activity

Select Add Note

Fill in the required information

Select Add to complete or Cancel to exit without saving changes. 

Navigate to Documents

Select Add

Select document type

Fill in the required information

Navigate to Details

Select a lead stage

Confirm the action

Select Convert Lead

Fill in the required information

Select Convert to complete or Cancel to exit without saving changes.