How To

How To - Create new Lead
1- To start click on New Lead (this is visible on each page). 2. Fill out all the information (minimum requirement is at least 1 contact method). ...
Mon, 19 Mar, 2018 at 2:02 PM
How To - Search, View and Manage all your Leads
1) Click on the Leads List page. You can change the View or the Filter to get your preferred lists.
Mon, 19 Mar, 2018 at 2:02 PM
How To - Progress a lead
1 - Go to the steps page. 2 - A green tick means that this step has already been completed. 3-  To complete a step please click on the Complete but...
Mon, 19 Mar, 2018 at 2:04 PM
How To - Create and Edit Tenders
In MobileLeads, search for or add a new lead and then go to the tenders tab. If the lead doesn't already have a tender that you want to view then you ...
Mon, 19 Mar, 2018 at 2:07 PM
How To - Use SpecSales
Sales commitments can be actioned and managed in both MobileLeads and Silverlight interfaces. They are a way of commiting a Lead to purchase a package or l...
Mon, 9 Jul, 2018 at 12:44 PM
How To - Record Marketting Traffic
1 - Go into the traffic screen. 2 - Check in to your display. 3 - Record the traffic.
Mon, 19 Mar, 2018 at 2:03 PM
How To - Changing Lead Status
This is similar to removing a Lead. Except for the fact that you may want to report on the leads lost.  Hence you will only have to cancel the lead and ...
Fri, 2 Mar, 2018 at 1:34 PM
How To - Remove a Lead
Occasionally you may need to delete/remove a lead.  Cases could include times when the lead was mistakenly duplicated, or it was so cold it should never hav...
Fri, 2 Mar, 2018 at 1:33 PM
Info - Calendar View
The Calendar view will show you all your upcoming calendar appointments. By Clicking on the appointment you can update the date or remove the a...
Mon, 19 Mar, 2018 at 2:02 PM
How To - Create a Lead from Product Catalogue
Click on the Product Catalogue to go to the overview page. you can now cycle through the products and see more details. If a client i...
Mon, 19 Mar, 2018 at 2:03 PM