Leads

• Leads email integration
  Leads email integration is powerful BLUE CRM feature who allow you to integrate leads from your email address. You can set up email forwarder from any form you are using and you wi...
• Add Lead Sources
  You will always need a way to know from where you got the lead. Go to Setup -> Leads ->...
• Add Lead Statuses
  You can easily customize leads statuses so they can fit into your workflow. To add new lead status you wil...
• 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 will rece...
• Lead Activity Log
  To track lead activity open a lead and click on the Activity log tab. All important actions will be saved as activity ...
• Create New Lead
  Navigate to leads view from the main menu on the left side and click on the button new lead. You can also for quick approach add from the Quick Create menu by clicking on the top right Quick Link Menu and click New Lead, a modal w...
• Convert Lead to a Customer or Opportunity
  Convert Lead to a Customer or Opportunity...
• BLUECRM
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