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lead_checklist

Leads Checklist

Leads checklist is the section where company users create a checklist to add in lead module.

To create lead checklist, please follow the steps shown below.

Step 1 - Click on Settings as shown below.

Step 2 - Click on Leads Checklist as shown below.

Step 3 - Click on Add Check List as shown below.

You can also Edit / Delete checklist by clicking the buttons shown below.

lead_checklist.txt · Last modified: 2019/02/28 13:20 (external edit)