User Tools

Site Tools



Getting started

Solar eCRM Setup

Leads Module

Quote Builder

Orders Module

Shipping Module

Invoice Module

Installation Module

Task Module

Document Management Module

Corporate Company


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.

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

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