FAQs
Pipelines are a way of managing sales leads and enquiries. Pipelines ensure that every lead is recorded in a central place, assigned to someone in the busin...
Wed, 20 Jul, 2022 at 3:38 PM
Leads can be added at any time to enable tracking of potential sales or jobs. Web Portal, Pipeline > +New Lead. To add Leads through the App, L...
Tue, 26 Jul, 2022 at 5:12 AM
To edit Lead details on the Web Portal, CRM > Lead Pipeline > Edit on the lead that you wish to make the changes to > Save. To edit Lead deta...
Wed, 20 Jul, 2022 at 4:13 PM
To delete a Lead on the Web Portal, CRM > Lead Pipeline > click the checkbox next to the Lead you want to delete > select action > Delete from t...
Tue, 26 Jul, 2022 at 5:15 AM
In the Web Portal, CRM > Lead Pipeline > select the lead that you would like to convert > Blue Convert Button in the bottom right of the screen. Y...
Wed, 20 Jul, 2022 at 4:07 PM
To communicate with the new lead on the App, swipe to the right.
Wed, 20 Jul, 2022 at 3:56 PM
To change the Pipeline stage of a lead in the Web Portal > select edit on the lead that you would like to change the stage of > choose the stage from ...
Tue, 26 Jul, 2022 at 5:17 AM
A lead can be created by a form submission through the Form Actions. The CRM element needs to be used in the form template to have the lead create, how...
Tue, 26 Jul, 2022 at 1:02 PM
Yes, automated communication can be created on any stage of your Lead Pipeline to be triggered automatically. Communication is triggered when the lead moves...
Wed, 27 Jul, 2022 at 9:12 AM
Yes, you can. But what happens if you have different types of sales processes for different types of clients? For example, you may provide quick and si...
Wed, 27 Jul, 2022 at 9:26 AM