Use Lead app to track your prospect or people who not yet your customer for improving sales and marking. By keeping prospects in Leads, it help separate actual customers in Customer table from prospect list in Lead table. You can later convert potential lead to new customer with one click when you get an order.
Open Lead app from
- Customer Menu -> Click Leads icon
- Or Enter url http://localhost/Leads on your browser.
- Or specify server ip address if you connect from other devices (notebook, tablet, smartphone or peer pc) : http://192.168.1.10/Leads
- Check your server address here.
- List bar locate on the left side of screen. It shows list of all lead name with its status. Click a row on the list will open lead record and display on lead info part.
- Lead Info contains all fields and data related to a lead. Data are group into several tabs you can find its detail in other topics.