Support Center

Adding Hot Leads to a Client

Last Updated: Jun 28, 2017 11:46AM NZST

This is an overview of of your hot leads.

Step 1:

You can select to view your leads by branches and by your client pipeline.

 

Click on the drop down box/s you wish to use to optimise your search.

Step 2
when you have found the client you wish to add a lead to, click the drop down box aligning with the client and choose either "hot lead", "warm lead" or "cold lead".

 

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