Lead

Switch a lead to the Sales section (and back)
When you're in the Lead tab, you can transfer a lead to the Sales section from the After-Sales (SAV) section—and vice versa.  In the After-Sales sec...
Fri, 4 Jul, 2025 at 10:28 AM
Processing an appointment request received as a lead
When creating a new lead, you can view the client's request by clicking on the eye icon in the Details column:  A window will open displa...
Fri, 4 Jul, 2025 at 10:16 AM