Sales Culture > Sales Pipelines
Sales Lead Details
Posted by i3Teamworks Admin on 27 Feb 2018 11:23am

Sales Lead List will give you more details of each leads eg:

  • Customer Info
  • Estimated Value
  • Sales Person In-Charge
  • Telemarketing/Proposal/Visitations
  • Sales Lead Stage

1. From your Main Dashboard, tap on SALES  and click Sales Pipeline

2. Tap on

3. Click on Lead's Subject