We assume that you already have created the proposal. Click on the mail icon from the right side and popup with with the preview email template will be shown. ...

To view your leads report navigate to menu item Reports from the aside menu and click Leads. ...

Click on the lead and wait for the modal to be opened, on the top button click Convert to a custo...

To track lead activity open a lead modal and ...

Open a lead and simply select the staff member you want to assign the lead. After submiting t...

You can easily customize leads statuses so they can fit into your workflow. ...

You will always need a way to know from where you got the lead. ...

Navigate to leads view from the main menu on the left side and click on the button new lead. ...