Managing Your Leads View in TPPsales
Leads Menu The Leads menu in TPPsales offers options for viewing and managing your leads. There are three areas within...
Leads
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Converting a Deal
Convert To Deal Button At the top of each lead there is a button labeled Convert To Deal. Clicking this... -
Deals
Deals Header Add Deal Click the Add Deal button to create a deal for an existing Contact View Options Kanban... -
TPPsales – Add File To Lead
File Upload to Lead *Only available with TPPsales You can upload files directly to a Lead Profile in TPPsales! Go...