Lead Management

The Lead Management module is the core module to manage leads in the CRM. The Module is split up into subs-menu items as listed below, each providing their own unique function.

Clicking on a table row or item, will open the profile of the customer in question.

Lead Management

This is the main table that provides an extensive list of the customers on your CRM. The main purpose is to give you a quick overview of customers as well as provide you with filtering options where you can filter the table based upon pre-defined filtering options as well as custom filtering options.

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Excluded Leads

Excluded leads table is the main table to view the excluded leads that have either been automatically moved to excluded or alternatively moved manually.

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Active Clients

Active Clients will display all the active customers on your CRM. Active clients are those that have monies in their account.

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Upload Leads

Upload leads are where you can manually upload leads to the CRM.

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