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      • Client
      • Leads
        • Importing Leads
      • Deals
        • Importing Deals
    • Project Management
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      • Proposal
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        • Crate an invoice
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        • Customize your invoices
        • How to integrate payments
          • Paypal Integration
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      • Payments
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  1. modules
  2. Sales Management

Leads

Leads

Every deal originates from a Lead, which represents a potential customer interested in the company’s offerings.

  • A lead transitions into a deal when a business transaction is initiated. However, the primary interactions and deal progressions are managed within the Deals module.

  • The Leads module includes a Deals tab, where all associated deals under a specific lead are displayed.

  • Once a deal is successfully accepted by both the customer and the company, the lead converts into a client.

  • Businesses can send proposals to leads for potential deals involving specific products or services.

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Last updated 2 months ago

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