How to retrieve lead details?

Modified on Tue, 13 Feb 2024 at 01:22 PM

To retrieve lead details,

  • Navigate to "Lead Management" in the main navigation bar.

  • Click on the "Leads" button under the Lead Management section.

  • On the Leads page, locate and click "Add Lead" button. This action opens an "Add Lead" pop-up window.

  • In the "Add Lead" pop-up, fill in the lead's mobile number. 

  • If the number has been deleted earlier, a confirmation pop-up will appear, displaying "The lead details have already deleted. Would you like to retrieve this lead?"

  • If the data needs to be retrieved, click "Yes" to proceed with the retrieval process, or else click "Cancel"



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