Step 1: Navigate to the Dashboard.
Step 2: Creating a new leads is straightforward. First, go to the "Projects" section, navigate to "Preconstruction," and select "Leads".
Step 3: Here you can view all leads or create or delete them. Click on "New Lead".
Step 4: Enter information, and create a "new Leads". This feature allows users to input and store information about new leads. It may include manual entry options, import functionalities, or integration with other systems such as website forms, or lead generation tools.
Step 5: Further Management
- Options include profile, tasks, attchments, activity logs, marking profile, and managing reminders and notes.
