Add a lead manually
For a lead that came in by phone call, in person, or any channel other than the public form.
Leads
Submitted from the public "interested in becoming a client" form.
| Name | Phone | Message | Status | Received |
|---|
Proposals
Packages sent to a lead. When they accept one, the client, the engagement and the invoice are created.
| Lead | Packages | Status | Sent |
|---|