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How do i create a task

You can create task for each lead so you can manage your time easily and stay on top of you work .tasks can be anything from follow ups to meetings reminders or reminder to share a quote You can create a new task by taping the lead name in leads home then tapping...

How do i create, edit client notes?

You can edit or create a new note for every lead. 1)tap the lead name in the lead home 2)then tap note. 3)you will be able to view notes you have previously created.to create a new note tap the add new note button, enter the note information and time and save it....

How do i contact leads?

3sigma provides multiple ways to contact your leads. 1You can contact leads by tapping the lead name in leads home and then you choose to contact them through a phone call, email, message, or WhatsApp. 2)You can also choose to share messages, files, or pages with them...

How do i manually add new leads

There are two ways to add a new lead ● Click on the + button at the bottom right of leads home .You will be asked to add lead manually or through phonebook on selecting phonebook . Your phonebook will open and you can select contacts to add as leads . ● Manually add...