FAQs
To edit contact details from your CRM Leads, without leaving the Leads list, you can click on the Client or the Contact name (clickable links are in blue), ...
Tue, 5 Nov, 2024 at 3:28 PM
Formitize's Leads and Sales Pipeline utilises our Smart Tables, to ensure easy sorting and customisation of what information you would like to be able t...
Fri, 24 Jan, 2025 at 1:26 PM
Reassigning a Lead is easily done, but can only be done in the Web Portal. In the Web Portal go to Sales > View Leads > select the Pipeline of the...
Thu, 13 Feb, 2025 at 12:06 PM
Leads assist you in staying on top of potential jobs or past jobs, from your clients. If you have a CSV spreadsheet of all the necessary information (or can...
Tue, 4 Mar, 2025 at 1:18 PM