Viewing Lead Details
Last updated
Last updated
The lead details are categorized into three categories:
This category is shown on the side bar on the left.
It displays the lead status and the respective personnels assigned to the lead. All details can be amended by clicking onto the “Edit” button:
Owner - this refers to the salesperson that is in charge of this lead.
Participants - this refers to other users that are involved with and following the activities of this lead.
Lead Status - this refers to the status of the leads:
Followed Up
Not Followed Up
No Intention
Intention
No Response
Incorrect Data