Guide #

List #

You can check the Lead list as shown in the picture below.

We provide filter and sort functions to efficiently manage a list as follows:

• Filter: sales status, business
• Sort: creation date, name

You can change the list to List or Card format by clicking the List format conversion icon.

You can change the status of a Lead by clicking the status of the Lead you want to change in the Lead list.

The available states are as follows:

• Not started
• Assigned
• In progress
• Need follow-up
• Fast follow-up
• Going cold
• Inactive/lost

Creation #

Here’s how to create a Lead:

1. Click the [ Add Lead ] button and move to the Create Lead screen.
2. Enter the required information.
   • (Required) First Name
   • (Required) Last Name
   • (Optional) E-mail: Required for customer login.
   • Phone
   • Description
   • Profile Picture
   • (Required) Sales representative
3. (Optional) To register a business along with creation, click the [ + add ] button in Business information and enter the business name.
   
4. Click the [ Save ] button.
5. ✅ Done

Create with CSV File #

Here’s how to create Leads with a file:

1. Click the [ Go to Upload form ] button.
   
2. When you move to the Create Lead as a file screen, click the [ sample.csv ] button.
   
3. Once the example file is downloaded, fill it out according to the form. You can refer to the Guide and How to fix the error.
   
4. Once completed, click the [ File upload ] button or drag and drop the file to upload it.
   
5. Check in the Preview that the file and content are the same,, and click the [ Save ] button.
6. ✅ Done

Management #

Click the Lead you want to manage in the list to go to the Lead’s Profile screen.

1. You can check the Lead’s information.
   
2. In Businesses section, you can check and manage the business information owned by the Lead.
   
   • Business Management: Click the business to go to the business profile screen.
   • Business Registration: Click the [ Add Business ] button to register the Lead’s business.
   • Business Deletion: Click the delete icon to delete the Lead’s business.
3. In the Contracts section, you can check and manage the contract information owned by the Lead.
   
   • Contract Management: Click the contract to go to the contract management screen.

Modification #

Here’s how to modify a Lead:

1. Click the edit icon.
   
2. After moving to the Edit Lead screen, enter the information you want to modify.
3. Once the modification is complete, click the [ Save ] button.
4. ✅ Done

Deletion #

You can delete a Lead by clicking the delete icon of the Lead you want to delete in the Lead list.