Create A Lead

Creating a lead allows you to attach a proposal to this person. The lead's information will be used to complete the cover page as well as send that proposal to them when complete if you so choose.

The Leads Tab

The leads tab will contain all the leads you have created in the system so far. There are multiple actions available to you within this tab.

  1. To add a new lead use the +Lead button at the top of the dashboard.
  2. You can sort the list by clicking on any of the column titles. Clicking the same column again will reverse the sort.
  3. You can click on the first or last name of the lead to see the details and notes associated with it. You can print this information for your record from this view.
  4. You can begin a proposal using the lead , edit the lead and notes, or delete the lead with the action buttons.