Robeeta Office - User Manual

Robeeta Office - User Manual

Owner Sale Lead

Leads created by the user will be managed here.

Follow these steps to manage owner sales leads:
  • From the “Sales” menu, select “Owner Sale Lead”.

  • Listed here are your owned leads with “Search” and “Edit” functionality.

  • By clicking the “Edit” icon, you can edit your own lead details.

  • Using the “Edit Sale Lead” page, you can extend the due date, change the assigned name, and change the status of the sale lead then hit “Update” to save changes.

  • Search for a specific lead by entering some of the details and clicking “Search”.