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Leads

Leads are your prospects or potential customer accounts at kpi.com. You can add your leads or import them from a .csv file.

To add a lead go to Sales>>Leads section and click on plus button and choose either Lead, Quick Add or Multiple Leads. The Lead form opens on the lead information to fill in. Quick Add opens only necessary fields while the Multiple Lead allows you to add two or more leads at a time.

Leads can be imported from .csv file to save your time. More information about the import option is discussed here.

 

Created by Aziza Israilova, 
April 2019

 

 

See also