Articles on: Leads

Creating a New Lead on the Client's Profile

If you want to add a new lead for an already existing client, click on the Create New Lead on the client's page.

In the pop-up window, you can add lead details, initial services, products, bundles necessary for the lead, assign estimator, schedule an appointment, add files, etc.

After saving the new lead, it will be added on the client's page ready for estimation.

To learn how Schedule Appointment works, click here.

Updated on: 09/11/2023