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How do I Access Leads App in the Mobile CRM App?

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Updated on October 17, 2016 04:32AM by Admin

Leads App provides a place to manage all potential sales leads in your firm. Share lead contact information between team members, schedule sales follow-ups and activities to close deals, and convert leads into sales opportunities as you near closing a deal.

Steps to choose Leads App

  1. Log in to mobile CRM. 
  2. Click on “CRM”, it displays a set of CRM apps such as Leads, Contacts, Customers and Opportunities. 
  3. Choose Leads app.
    image result for leads app 
  4. Now, You can view Leads App page.

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