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Documentation Leads

Leads

Documentation contents

Leads
Sales management
Companies and Contacts
Data import and export
- How to import data?
- How to prepare data for import?
Features
Users management
Security
- Data security and backups
- Two-factor authorization (2FA)
INVOICES AND PAYMENT
- Payment import
- How to create an invoice
Documents
Other

Data export
How to change lead’s responsible person?
How to create a lead?
How to delete a lead?
How to edit lead information?
What is lead conversion?

A business management system covering sales, documents, invoices and inventory. From enquiry to money in the account.

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Comparison and migration
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Contacts

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Our products

Spin CRM Sales and customer management: contacts, deals, invoices, projects.
GoSpin Site security and operations: access, patrols, visitors, incidents. (opens in a new window)

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