Setup Web to Lead Form Alfa CRM Web to Lead feature allow you to build a web form based on leads fields and custom fields...
Generate Lead Report To view your leads report navigate to menu item Reports from the aside menu and click Leads. You can view the following reports: Only...
Convert Lead to Customer Convert Lead to a Customer What will happen after I convert the lead to a customer? After you convert the...
Lead Activity Log To track lead activity open a lead modal and click on the Activity log tab. All importand actions will be...
Assign lead to staff member Open a lead and simply select the staff member you want to assign the lead. After submiting the staff member...
Lead Statuses You can easily customize leads statuses so they can fit into your workflow. The default lead status is used to auto-populate the...
Lead Sources You will always need a way to know from where you got the lead. You can assign a source per...