Sales Culture > Sales Pipelines
Delete Overdue Sales Lead
Posted by i3Teamworks Admin on 27 Feb 2018 11:59am

Manage the long overdue Sales Lead by:

  • Deleting the Leads
  • Reassign the Leads to other Sales Person

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

2. Tap on

3. Select the number of days from the date Leads is created.

You may Update the Sales Lead accordingly or Delete it