Lead Setting
Lead Source
Overview of Lead Source Tab This tab displays a list of all configured lead sources and provi...
Pipeline
Overview of Pipeline Tab This tab allows you to view existing pipelines, add new ones, and de...
Deal Agent
Overview of Deal Agent Tab This tab displays a list of users designated as deal agents and pro...
Deal Category
Overview of Deal Category Tab This tab displays a list of all configured deal categories and ...
Round Robin
Overview of Round Robin Tab This tab allows you to enable or disable the Round Robin lead ass...