When accessing the application, it is possible to verify the existence of pending leads. Pending leads are shown in the “Leads” tab. This tab lists all contacts automatically received online.

To properly handle a lead, take the following steps:
Click the “Leads” tab, select the lead you want to promote to opportunity and clique on “Promote to Opportunity”;

Open the ‘Advanced Settings’ and choose who a responsible for the lead and set who can see or edit the opportunity;

Redefine the opportunity preferences:

– See the properties that Match, are Associated or were sent by email.

– Add notes

– Add Visits

– Add documents

– Add tasks

– Create proposals

If you want more options click the quick action button.