Learn how the Leads feature helps you capture, track, and manage potential customers across your sales pipeline. This section provides a complete guide to understanding lead stages, sources, assignments, and follow-ups within the software.
This guide explains how Projects are created from converted leads to manage execution, timelines, and responsibilities. Learn how the project module connects sales activities with delivery and ongoing customer work.
Explore how the Campaigns module helps you plan, run, and analyze marketing campaigns linked to leads. This section explains campaign types, lead attribution, performance tracking, and optimization strategies.
Understand how the Reports feature provides insights into leads, campaigns, and project performance. Learn how to generate, filter, and analyze reports to make data-driven sales and marketing decisions.
This section explains how Mail Templates streamline communication with leads and customers. Learn how to create, manage, and reuse email templates for campaigns, follow-ups, and automated workflows.
