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WorkflowMax Support Centre
Use WorkflowMax
Leads
Lead manager
WorkflowMax Support Centre
Use WorkflowMax
Leads
Lead manager
Lead manager
About lead manager
Add existing quotes to leads
Apply additional templates to a lead
Create or edit a lead
Delete a lead
Move between leads and linked quotes or estimates
Mark a lead as won or lost
Lead manager
Create leads, manage your sales pipeline, track your contact history.
About lead manager
Add existing quotes to leads
Apply additional templates to a lead
Create or edit a lead
Delete a lead
Move between leads and linked quotes or estimates
Mark a lead as won or lost
See all sections...
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