Adding a Lead

Login as Project Manager

  1. Go to CRM > Add Lead
  2. Fill in the company details
  3. Click 'Save Lead'

Viewing a Lead

  1. Go to CRM > All Leads
  2. Click Lead under 'Company'
  3. You can manage your Lead here

Converting Lead to Client

  1. Go to CRM > All Leads
  2. Click Lead under 'Company'
  3. Click 'Convert Lead to Client'