Customer Relationship Managment

How to add lead source, status and agents ?

From the home page, go to the menu bar. ? Scroll to the bottom of the list. ? Click on "SETTING"? Go to Lead Setting To Add source click on lead source Add the new source Click on
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How to export the Client’s detail in the format you want?

The system of LeoSquad allows you to export the client?s information to your computer in the format you desire. From the home page, go to the menu bar. Click on "Client". Click on "ADD
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How to delete particular client’s info?

From your home page, go to the menu bar. Click on "CLIENTS". Now you can see a tabular view of the client?s detail. Go to the client whose information is to be viewed or edited. Select
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How to edit particular client’s

From your home page, go to the menu bar. Click on "CLIENTS". Now you can see a tabular view of the client?s detail. Go to the client whose information is to be viewed or edited. Select
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How to add clients?

Adding clients is one of the key features of LeoSquad that serves you a better CRM system. From your home page, go to the menu bar. Scroll to the bottom of the menu bar, select the plus
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How to download a proposal

From the home page, go to the menu bar. Click on "LEAD". Now you can have a table view of all the leads info. Go to the lead?s profile that you want to view or edit. Select the plus icon located
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How to delete a proposal?

From the home page, go to the menu bar. Click on "LEAD". Now you can have a table view of all the leads info. Go to the lead?s profile that you want to view or edit. Select the plus icon located
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How to send a proposal to the lead?

From the home page, go to the menu bar. Click on "LEAD". Now you can have a table view of all the leads info. Go to the lead?s profile that you want to view or edit. Select the plus icon located
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How to view and add lead’s proposal?

From the home page, go to the menu bar. Click on "LEAD". Now you can have a table view of all the leads info. Go to the lead?s profile that you want to view or edit. Select the plus icon located
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