Office Culture > Customer Helpdesk
Assign Leads For Enquiry
Posted by i3Teamworks Admin on 12 Apr 2018 4:58pm

Enquiry from Customers which identified as a potential sales shall be transfered to the Salesperson by creating Sales Lead from Customer Helpdesk.

Go to Office >> Customer Helpdesk

                    

Tap on Listing

Click on Preview icon as highlighted below.

 

In Enquiry Details page, select the option to Create Sales Lead