ASOFT – مركز المساعدة
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  1. الرئيسية
  2. Leads
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Leads

Leads

  • Setup Web to Lead Form

    Alfa CRM Web to Lead feature allow you to build a web form based on leads fields and custom fields...
  • Generate Lead Report

    To view your leads report navigate to menu item Reports from the aside menu and click Leads. You can view the following reports: Only...
  • Convert Lead to Customer

    Convert Lead to a Customer What will happen after I convert the lead to a customer? After you convert the...
  • Lead Activity Log

    To track lead activity open a lead modal and click on the Activity log tab. All importand actions will be...
  • Assign lead to staff member

    Open a lead and simply select the staff member you want to assign the lead. After submiting the staff member...
  • Lead Statuses

    You can easily customize leads statuses so they can fit into your workflow. The default lead status is used to auto-populate the...
  • Lead Sources

    You will always need a way to know from where you got the lead. You can assign a source per...
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