Office Culture > Customer Helpdesk
Convert To Sales Lead
Posted by i3Teamworks Admin on 12 Apr 2018

1. From your Main Dashboard , tap on Office and choose Customer Helpdesk

2. Tap on

3. Click on this icon from Action column in the display table.

4. Choose Assign Sales Lead from action drp down.

5. Enter the details as requested and click Submit.

  • To learn more about Sales Lead, refer to SALES module topics

If the enquiry is coming from new customer, by converting it into sales lead, the customer will also automatically registered into your CRM.