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...
Thu, 13 Apr, 2023 at 4:57 PM
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...
Thu, 6 Apr, 2023 at 11:46 AM
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...
Thu, 6 Apr, 2023 at 11:48 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...
Thu, 13 Apr, 2023 at 4:58 PM
When a new Lead is created this will also create a new Contact. To be able to communicate with a New Lead > CRM > Contacts > Select Contact > ...
Thu, 13 Apr, 2023 at 2:04 PM
To change the Pipeline stage of a lead in the Web Portal, CRM > Lead Pipeline > Select Edit on the lead that you would like to change the stage of >...
Thu, 13 Apr, 2023 at 2:04 PM
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...
Thu, 13 Apr, 2023 at 2:08 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...
Thu, 13 Apr, 2023 at 2:08 PM
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...
Thu, 13 Apr, 2023 at 4:59 PM