The "Sales Leads" section provides insights into effectively managing sales leads within the e-manage|ONE Go App. Navigate through the following content to master sales lead handling and streamline your lead management process.
Open Sales Leads
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Sales Lead Details: Dive into lead-specific information, including crucial details about the lead and associated contacts.
Contact Details: Access contact information for seamless communication.
Quick Links: Utilize direct links for email, phone calls, text messages, and navigation.
Create a Lead from the Go App
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Open the app and navigate to the contact you wish to convert into a Lead.
In the lower right corner of the contact page, you'll find a sticky note icon. Tap on it.
Follow the on-screen prompts to complete the Lead creation process.
Method 2: Creating a New Lead on the Fly
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With these two straightforward methods, you can efficiently create Sales Leads in e-manageONE Go to streamline your sales process.
Lead Actions
Efficiently manage sales lead progression using various actions:
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