- Set/Change Name of Company
- Set/Change Address of Company
- How to Update Admin Phone Number and Email
- Set/Change Session of Company
- How to Add Company Logo
- Set/Change Lead Categories
- Set/Change Lead Reference Names
- Updating Client Data Manually and With Excel
- How to Add Client Follow-up
- How to Schedule Lead Visit
- How to Check Lead Report
- How to Upload Documents
- How to Export Report in Excel/PDF in Lead Module
How can we help you?
Lead Module Start Guide
Updated on May 28, 2024
Powered by BetterDocs