Floating Action Buttons – Client Profile
You can always see these buttons when you navigate on the Leads, Prospects, and Customers page. Now let us check each of its functions.
|Edit Profile||If you need to make any changes in your entity’s information, you can edit the details of your entity by clicking the edit profile. Once you have done all the necessary changes, click on the ‘Save’ button|
|Contact An Entity||Click on the Contact icon to send a message to your entity via email. You will be directed to the page where you can compose your email.|
|Convert An Entity||Any progress with your leads? This function is useful in converting a lead into a prospect or a customer depending on which sales stage the lead is presently at.|
|Delete An Entity||If you want to delete the entity information, click the delete button, click the ‘Delete’ button.|