In the Leads section, you can edit, duplicate, or delete leads. Here’s how to perform each action:
How to Edit a Lead
Open the Leads Table:
Go to the Leads section from the main menu.
Find the Lead:
Locate the lead you wish to modify.
Edit the Lead:
Click on the three dots (•••) next to the lead’s name.
Select Edit from the dropdown menu.
Update the necessary fields, such as First Name, Last Name, Email, Phone Number, Job Type, and Moving Date.
Save Changes:
Click Save after making your changes to update the lead.
How to Duplicate a Lead
Open the Leads Table:
Navigate to the Leads section.
Find the Lead to Duplicate:
Locate the lead you want to duplicate.
Duplicate the Lead:
Click on the three dots (•••) next to the lead’s name.
Select Duplicate from the dropdown menu.
A new lead record will be created with the same details. You can now edit specific fields as needed.
Turn the toggle on if you want to populate the estimate and inventory.
Save the Duplicated Lead:
Click Duplicate Lead after making any adjustments to finalise the duplicated lead.
How to Delete a Lead
Open the Leads Table:
Go to the Leads section.
Locate the Lead to Delete:
Find the lead you want to remove.
Delete the Lead:
Click on the three dots (•••) next to the lead's name.
Select Delete from the dropdown menu.
Confirm the deletion when prompted. The lead will be permanently removed from the system.
Note: Deleting a lead is irreversible, so ensure you no longer need the lead data before confirming the deletion.