¶ Leads
A lead is a person or business who may eventually become a customer. Leads are the central part of the lead management module that binds all other functions together.
The Splynx Leads module was specially designed to simplify the tasks and activities associated with sales and prospective customers. Each sub-module in the Leads module ultimately contributes to the overall goal of achieving a managed, convenient, and successful process for dealing with prospective customer relationships.
¶ Menu
¶ Management system
The leads management system comprises four main pages for each lead: Information, Documents, Quotes, and Communication.
You can access all these sections on the lead's profile page:
