Leads
DEALERSIP User Manual/CRM
What is a Lead?
A lead is basic information about potential customers collected by the sales team. In simple terms, it is just contact data gathered from different sources, such as a business card or a phone number obtained during promotional or networking events or social gatherings. At the lead stage, there is no guarantee that these prospects will become actual customers. The sales team uses this initial information to establish contact and start the process of turning them into customers.
System provides two different views to manage leads i.e. Kanban board and Grid view. Views can be switched by clicking on View drop down on the top bar.