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. ...

Leads email integration is powerful Perfex feature who allow you to integrate leads from your email address. You can set up ...

2Desk Web to Lead feature allows you to build a web form based on lead fields and custom fields to place it on your website, landing page, etc, as an iframe. The visitors can then enter their names, email addresses, upload attachments, and ...