search

Step 1

  1. Click on Leads Module from the left menu.
  2. Here, you will see the Settings options. You’ll see two options, Leads Settings & Leads Presets. 
  3. Click on Lead Presets.
user-guide-lead-module-preset-promoter

Step 2

  1. After clinking on Lead Presets you will see two options Sources & Promoters. Click on Promoter.
  2. To add a promoter, click on Add Promoter button.
user-guide-leads-add-promoter

Step 3

  1. After clicking on Add Promoter button, a Pop-up Form will appear on your screen. 
  2. Fill the details and then click on Add button.
user-guide-leads-promoter-added

Assign Promoter - Create Lead Step 1

  1. Click on Leads Module from the left menu.
  2. After that, click on Add Leads button.
user-guide-leads-assign-promoter

Step 2

  1. After clicking on Add Leads button, you will be redirected to the New Lead’s form.
  2. Scroll down to the Lead Details section, click on Promoters and fill the details along with other details.
  3. Select the Promoter Name & click on the Save button.
user-guide-leads-save-promoters

Assign Promoter - Edit Lead Step 1

  1. Go to Leads Module from the left menu.
  2. Select a desired row from the All Leads sections.
user-guide-leads-module-edit-add-promoter

Step 2

Click on Edit Details.

user-guide-leads-module-edit-leads

Step 3

Click on Promoters, Select the Promoter Name & click on the Save button.

user-guide-leads-module-edit-add-promoters-lead

Need more help? Ask us a question

Please let us know more of your details and our team will reach out to you very shortly.

scroll top