Help · Connect (CRM)
How to work a lead
New in v0.20: one lead: details, activities, deals, quotes and documents.
Who can do this: Admins and Accountants. Viewers can open it but not change anything.
Steps
Step by step
- Open the lead.
- Log calls, meetings, tasks and emails as activities with reminders.
- Create a deal or a quote from the lead; attach documents.
Related guides
Need a hand?
WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.
Contact support