Robeeta Office - User Manual

Robeeta Office - User Manual

Add Sale Lead

Using this option, you can assign the sale leads to the mapped users.

Follow these steps to add a new sale lead:

  • Select the “Add Sale Lead” menu from the “Sales” option.

  • The “Add Sale Lead” page should be filled out with all the information you need for the sale lead, and then you can click “Update” to save it.

  • Multiple attachments can be added while adding a sale lead.

  • The fields in the “Custom” tab will be shown based on the fields you've added in the “Manage Custom Field” section under the “Master” menu.

  • Once the lead has been added, a telegram alert will be sent to the lead holder.

Note: The drop-downs are only visible once the “Master” menu has been updated.