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...
Tue, 23 Jul, 2024 at 12:16 PM
Leads can be added manually at any time to enable tracking of potential sales or jobs. A lead can also be created automatically through a form action upon f...
Wed, 10 Jul, 2024 at 9:50 AM
To edit Lead details on the Web Portal, go to CRM > Lead Pipeline > Select the Edit pen for the lead that you wish to edit > make the changes > ...
Tue, 23 Jul, 2024 at 12:48 PM
To delete a Lead on the Web Portal, go to CRM > Lead Pipeline > click the checkbox next to the Lead you want to delete > select Delete at the botto...
Tue, 23 Jul, 2024 at 1:21 PM
In the Web Portal, CRM > Lead Pipeline > select the Edit pen for the lead that you would like to convert > Convert in the bottom right of the scree...
Tue, 2 Jul, 2024 at 12:52 PM
When a new Lead is created this will also create a new Contact. To be able to communicate with a Lead in the Web Portal, go to CRM > Lead Pipeline &...
Tue, 23 Jul, 2024 at 1:50 PM
To change the Pipeline stage of a lead in the Web Portal, go to CRM > Lead Pipeline > Select the Edit pen for the lead that you would like to change t...
Wed, 24 Jul, 2024 at 9:29 AM
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, 25 Jul, 2024 at 2:04 PM
It is possible to create more and one Pipeline. And what happens is you have different types of sales processes for different types of clients. For exa...
Wed, 10 Jul, 2024 at 1:04 PM
As an Admin User, you can access the CRM Reports feature to be able to export lead information. On the Web Portal > CRM > Reports > Leads >...
Thu, 30 May, 2024 at 12:28 PM