Leads let you track and record all the activities and correspondence it takes to issue and revise a quote until it is accepted or declined. You can also quickly update lead categories and stages directly from the lead dashboard.

To manage or review a leads details, click the lead number from the lead dashboard (Sales -> Lead Tracker -> Lead Number) to display the lead details page.

The lead details screen displays all lead information and management tools in the following:

Quick Actions Menu

Lead Detail Tabs

The lead also provides some administrative actions:

  • Back to Lead Tracker - Return to the lead dashboard.
  • Copy Lead - Create a new lead using the current lead details as a template.
  • Print - Print the lead using available custom lead document templates.
  • Email to Owner - Email the lead owner using the lead email template.