Lead on Mobile App

Created by Binita Goswami, Modified on Wed, 25 Sep at 11:49 AM by Binita Goswami

Lead refers to an individual or entity that has shown interest in a company's products or services but has not yet been qualified as a potential customer. It's the first stage in the sales process.


Here is a reference video:




How to create  a Lead from mobile app

  • Sign in into DreamzCMMS mobile app


  • Tap on the sign at lower middle panel


  • It will open up  a popup, tap on Lead

           

  • Fill up the lead information like name, address, phone number, Company name and other information

  • Tap on Submit



Lead View from mobile app


  • Tap on More at right lower panel of app

  • You will find Lead icon to tap

  • A list of Lead data will be shown as list with basic details

  • It will show the status of right top for every lead in list

  • Tap on tiny + to add new lead

  • Tap any of the lead names to view the details of lead started with lead information, Address information, Personal Information, Custom information. These sections have tiny + sign to open the detailed view.

  • Every lead view has 4 tabs, Overview shows the general information.

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