CRM Archives - AdminCore

Client Category and SubCategory

Add / Edit / Delete client contact

Add / edit / delete client note

Add New Lead To add new lead, click the button on the lead landing page and follow the following procedure Enter the lead company name Enter lead company website address Enter lead company address Enter lead mobile contact number Enter…

Manage client document

Assign Lead to an employee

Give Access to Client Account

Add or Edit a lead Status

Message feature

Message feature A message module in AdminCore is used to start conversion with employees and clients of the business. To start conversion, click on the button to start conversion. Click on Following window is open. Select the employee or client…