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Create and configure predefined answers that you use very often so you don’t have to write them every time.To do this, go to Settings -> Support -> Predefined Answers and click the New Predefined Answer button.
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Leads Email integration is a powerful Radius CRM feature that a...
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To generate your leads report, go to Reports from the aside menu and click Leads....
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To convert a lead into a customer, go to the Leads menu and click on the lead you want to convert.
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Leads/Lead Activity Log
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To assign a lead to a staff member, open the lead, go to the profile tab and click on the edit icon (pen icon).
You go to the “Assign To” field and simply select the staff member you want to assign this lead to.
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You can easily customize lead statuses so they can fit into your workflow.To add a new status of leads, you must first go to the Setup menu then go to Leads, and click on Statuses.
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In the overview of the Leads, it is always crucial to know how you obtained a lead. This is why the module Leads can be configured to add one or more source(s) to be assigned to each new lead.You can a...
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Create New Lead
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Radius CRM's web to lead functionality allows you to create a web form based on lead fields and custom fields to place on your website, landing page, etc.Visitors can then enter their names, email addresses, upload attachments, and other basi...
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Estimate request
The estimate request feature is added in Radius CRM version 2.8.0 and it’s used to create forms that your customers or potential customers can use to request an estimation of...