Leads Module

Updated 2 years ago by Niall Clifford

The leads module was designed to enable the tracking and conversions of leads resulting in organized separation between Leads and Customers.

User Access Rights

Before using the leads module, ensure the adequate access levels have been granted to users wishing to use the Leads module for Read, Insert, Modify, & Delete access. These access levels can be organized by administrators based on the roles and functions of their users.


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