How to send mail to lead?
To send mails to leads from the ServiceFolder application, follow the steps below. 1. Click the Leads link from the main menu and choose the Person Name to whom the mail needs to be sent. 2. Click the send mail button in the top right. 3. Enter ...
How to Convert lead to customer?
Converting a lead to a customer can be done in just a click. Once converted the lead will be available in the customer list, whose profile can be further used to generate sales invoices and receipts. 1. The list of leads can be viewed by clicking on ...
Bulk leads can be added to the ServiceFolder application. To import leads data, there is a pre-defined .CSV file format available, that needs to be used. Follow the instructions below to perform the action. 1. Choose the Leads link in the main menu ...
How to create a new lead?
Lead is a potential customer, obtained from various sources like employee referral, customer, supplier, advertisement, cold call, website, etc.. ServiceFolder enables you to keep track of all your leads and further convert them to customers. To ...
What is a Lead?
Any potential customer is considered to be a Lead. A lead can come from any source, like website, advertisement, cold call, customer, supplier, employee referral, etc.. Once a lead is converted into a customer various actions of ServiceFolder like ...