How to manage a Lead

To manage a lead you simply need to click on the Title of the lead.

Once you click the title, you will be redirected to an new page.

There, on the Overiview tab, you can see the overview of the lead.

On the History tab, you can see all the logged activities for the lead.

On the Quotes tab, you can see all the past quotes and create new ones for the lead.

On the Notes tab, you can see all the past notes and add new ones.