The leads listing feature is designed to help users efficiently manage and track all leads within the system, providing a centralised hub for lead information and facilitating streamlined lead nurturing and conversion processes....

This feature empowers sales representatives to create and oversee new leads for prospective clients. The system collects pertinent details about the lead, including subject, associated opportunities, dates, currency, discount type,...

Configure the following settings on the Leads General Settings page to tailor your lead management system according to your preferences: Limit leads kanban rows per status:...

The Lead Source List displays details about lead sources, showcasing the following columns: ID Column: Displays a unique identifier for each lead source entry, facilita...

Below are the settings that can be configured on the email integration form for lead management: ACTIVE Checkbox: Enable or disable the email integration feature to con...

The Lead List displays essential information for managing lead submissions, including the following columns: ID: Provides a unique identifier for each lead entry, aidin...