Translations:Tạo liên hệ trong Kiu ERP CRM?/8/en

Từ Kiu Wiki
Bước tới: chuyển hướng, tìm kiếm

From the contact form, provide all the details in your possession (contact name, email, phone, address, etc.) as well as some additional information in the Internal notes field. You can also link the lead to an existing company by editing the**Customer** field. Click on save and the contact will be visible as a lead in your pipeline .

Note

your lead can be directly handed over to specific sales team and salesperson by clicking on Convert to Opportunity on the upper left corner of the screen.