Leads - Edit

Leads - Edit

From theReading modeVarious actions can be triggered during a lead.

Change Edit

About the symbolThe editor of the lead can be changed. Hereby transfers responsibility for the lead to the assigned person.

Write message

The function will be separatelyDescribed.

Add note

With a note theLead communicationSupplemented a note.

In principle, the due date must also be updated:

Call

Either directly via the Customers and Source area inReading modeor via the action button, a call to the customer can be started.


Close request

A lead can be closed via the smartphone app. A reason for completion must always select.