Lead Pipeline for Exisiting Customers

Modified on Thu, 30 Nov 2023 at 01:04 PM

*** Available Only on Desktop ***

Use the Lead Pipeline for your existing customers and track their progress from beginning to end. 

Go to Sales > Customers and Select and View a customer.

More > Add Lead Opportunity


Once you have added it as a “Lead Opportunity” you can view by going to “Leads” and it will be listed as Opportunity. You can filter by type “Opportunity” to view only those Leads.


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