Managing Leads
Go to RESULTS / Leads To edit information stored on a detail page, you need to click the 'Edit' button on the detail page of a chosen item or next to it on the overview page. Now you can edit information stored in the Lead. You can change it's name, Classification (Lead, Deal, Request), Status (New leads, Qualified leads, Leads to close deal, Disqualified leads) and Campaing name. You can also edit detailed data from contact form, request form or order form. Click 'Save' to save changes.
Besides being able to add a new lead by clicking on the 'New lead' button, You can also use 'Filter' to see a specific type of lead.
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