Advanced Internal Controls

Detailed operational actions: proposal handling, internal activity tracking, and follow-up.

Understanding Leads in Axesin CRM

What is a Lead in Axesin CRM?
Creating a New Lead
Managing Lead Profile

Advanced Internal Controls

Managing Proposals Inside a Lead
Follow-Up Using Notes & Reminders
Activity Log for Lead Audit

Lead Conversion in Axesin CRM

Using Kanban View
Converting a Lead to Customer
Lead Conversion Report