Add a Lead

A Lead is related to a purchase intention. The customer may contact the company expressing interest in making a purchase and this action must be registered. A Lead may or may not evolve into an Estimate.

To add a Lead, follow the steps below:

  1. From the menu on the left, select  Leads .
  2. Click  Add Lead .

1. Type the customer's phone number or name and press Enter  on the keyboard.

2. Fill in the remaining fields.

3. Click Save Lead  to end or Save & Estimate to proceed to Estimate.


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