Leads

·This section will display videos on how the Leads browse works and how to set up certain information regarding the Leads.

 

·The following videos can be found on the master data section.

Icons/Browser

Capture Leads : Via Credit Bureaux or manual

Capture Leads : Budget / Fees / Dependents / Consultants / Promote

Capture Leads : Obligations

Capture Leads : e-sign