U T I L I K O

Leads List

1.Leads List contains all the Leads and Leads with status “Open” are shown by default. It contains eleven columns Lead NameDisplays lead name. On Click of the name, it redirects to lead details page PhoneDisplays the phone of lead Reserved SeatsDisplays...

Lead Details

User can navigate on the leads details page by click on ‘leads name’ or ‘view action’ from the leads list page. Lead Details page contains modules related to lead on the left side and corresponding module details on the right side. 1.Four...

How to edit lead?

User can go to ‘Edit Lead’ page from ‘Lead List’ or ‘Lead detail’s’ page On the edit lead page, all form fields are filled with original values of the lead. User can change the value of the field which he requires. After...

How to create new lead?

Click on the ‘New Lead’ tab. It shows the form to add a lead. Fill general information. 1.The first section is Leads Information, contains Leads NameName of lead Select StatusSelect the status from the dropdown list to create lead for open / close status...

Opportunity Details

User can navigate on the opportunity details page by clicking on `opportunity name’ or ‘view action’ from the opportunity list page or `opportunity name ’ from opportunity kanban. 1.On top of the opportunity detail page contains timebar of the opportunity. Which shows...
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