How to add a new lead to the pipeline on Choco Web
Go to the Sales tab.
Click on Add Lead, under the map view.
Fill out the following information:
Business name
Delivery address
Assign to sales rep
Click on Create.
A pop-up window will appear on the right side, with further information you can fill out, such as the business contact information.
Add the contact by filling out this information and clicking Save.
Business contact name
Business contact number
Business email address
How to add a new lead to the pipeline on Choco App
Go to the Sales tab.
Click on Add Lead
Fill out the following information and click on Add:
Business name
Comment
Delivery address
How to add a contact to an existing lead on Choco Web
Go to the Sales tab.
Search the Lead and click on it.
A pop-up window will appear on the right side, add the contact by filling out this information and clicking Save.
Business contact name
Business contact number
Business email address
How to add a contact to an existing lead on Choco App
Go to the Sales tab.
Search the Lead and click on it.
Add the information needed and click on the Save Changes
Status
Comment
Business contact name
Business contact number
Business email address
