How to customize things in Leads.

LEAD STATUSES

You can create or add a Lead Status just by filling out the required boxes of information.

This is what it looks like in the mobile app

This is where you can see the Lead status you just added in the Management > Customization under Leads - Leads Statuses' tab.

LEAD DETAILS

From the website app.thed2dcrm.com

This is where you are going to customize Lead Details by dragging a certain field from the list below, which is in the left corner of the page, to the right corner where the lead information fields are.

This is what it looks like in the mobile app

This is where you can see from the app all the fields that you dragged to the Lead Information Fields, and they are under the Lead Details.

ADD LEAD

From the website app.thed2dcrm.com

This is where you are going to customize Add Lead by dragging a certain field from the list below, which is in the left corner of the page, to the right corner, where the lead information fields are. Make sure to have a Sales Rep required and the Account Status.

From the app (Create Your Lead)

This is where you can see from the app all the fields that you dragged to the Lead Information Fields, and they are under Create Leads.