Navigate to leads view from the main menu on the left side and click on the button new lead. You can also for quick approach add from the Quick Create menu by clicking on the top left caret and click New Lead, a modal will be open o...

You will always need a way to know from where you got the lead. Go to Setup -> Leads -> Sources and add new source depending on your needs. To setup default lead...

You can easily customize leads statuses. To add new lead status you will have to go to Setup -> Leads -> Statuses and click New Lead Status. To setup default lead status navigate to...

There is 2 options listing leads kan ban and table. The kan ban options is simple, you can drag and drop leads in a specific status only with one click. To adjust the limit of the kan ban leads per status you can go to...

Open a lead and simply select the staff member you want to assign the lead. After submitting the staff member will receive notification that you have assigned this lead. Everyone can manage leads. But only administrators can...

To track lead activity open a lead modal and click on the Activity log tab. All importand actions will be saved as activity log for this lead. When activity will be logged for specific lead? After lead i...

Click on the lead and wait the modal to be opened, on the top button click Convert to customer. The convert to customer modal will be shown and the system will try to auto populate some fields like firstname,lastname.. If c...

To view your leads report navigate to menu item Reports from the aside menu and click Leads. You can view the following reports: Weekl...

Goals Tracking is a feature in Pixie CRM to track goals. Available goals tracking: Achieve Total Income (Income will be calculated in your base currency (not converted) Convert X Leads Increase Customer Number...

You can read more about this feature on the following knowledge base article: Leads email integration is powerful Pixie CRM feature who allow you to integrate leads from your email address. You can set up email forwarder...

Goals Tracking is a feature in Pixie CRM to track goals. Available goals tracking: Achieve Total Income (Income will be calculated in your base currency (not converted) Convert X Leads Increase Customer Number...