- In Salesbox, you can easily and quickly create a new lead. From the lead screen, click on the plus (+) sign on the top right of the screen, a window pops up, fill in as many details as you can. The more information you fill in, the easier you keep track on this lead. A lead can not be successfully created if the required fields miss out information.
- To edit an existing lead, you can either go to that lead on list view, click on 3-dot action button on the right, choose edit button, or from detail view of that lead, click on edit icon on the top right corner. The edit window pops up, you can edit any information as you want.
- Similarly, to delete a lead, from the list view, go to that specific lead, click on 3-dot action button on the right, choose delete, or from detail view of that lead, click on 3-dot action button on the top right corner, choose delete. A confirmation message pops up, click yes to confirm the deletion, click no to cancel the deletion.
Create, edit or delete a lead Print
Modified on: Mon, 19 Mar, 2018 at 9:14 AM
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