Leads are generated through different sources in neetoCRM.
On connecting with leads you get to know which leads are interested in your offerings.
We can convert those leads to deals and start negotiations on deals.
In deals we have pipeline and stage management which helps us to keep track on deal's progress.
-
There are 2 ways in neetoCRM where you can convert a lead to a deal
-
Bulk action on lead
-
Lead show page
-
-
Whenever you convert a lead to a deal, deal form pop's up which would be pre-filled with lead details which can be updated.