Lead Management

With this new feature, we can identify the status and the type of the lead and mark the same for the traceability.

Steps to be followed to enable this feature are -

1. Go to the Settings in your Dashboard.

2. Now click on the Leads Config tab.

3. Once you click on the Leads Config tab, the below screen will appear.

4. Here, you need to select the colour and add the lead status of your choice then click on click on Add Status Button.

5. You can add multiple Lead Status and Lead Type as per you requirement. You can edit or delete the created lead status and lead type.

6. Once you are done with the creation of Lead Status and Lead Type, enable the Lead Conversion button and click on the save button. And here you go, leads configuration is done.

7. Now you can see the Lead Status and Lead Type option is reflecting in the captured leads.

8. From here you can update the Lead Status and Lead Type in the captured leads accordingly.

9. You can also enable the Sale converted button once the sale is done. You can also add the product id or any comment and then save.