Potential

INTRODUCTION

Potential is at the later stage of a lead When you are able to learn more information about a lead, then your lead is converted into potential. 

Creating a Potential in inBOLD

Please follow the below steps to create a Potential in inBOLD

1) Login to the inBOLD dashboard

2) Click on CRM in homepage

3) Select Potential in the left navigation bar

4) Click on the Add New button

5) Enter all data in the 'Add New' Potential page

6) Click on Save after entering all mandatory data 

7) Your potential is created successfully

 

 

 

 

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