Leads

Manage Leads

To manage Leads, click Leads from left sidebar. After that a lead lists will come with filter option, from here you can add, edit and delete lead.

If Lead Source has record, it will not allow to be delete.

Convert Lead to a Customer

To convert lead to a customer, click on Leads from left sidebar. Leads list will come, then click on Lead Name, Lead details will come of that lead. You will find Convert to Customer button in right-top. Then click Convert to Customer, it will redirect customer form with that Lead data, if any data is missed to be customer, then you need to fillup, then submit.

What will happen after I convert the lead to a customer?

After you convert the lead to a client the lead will be auto-moved to the default system status Customer if is not already there.