Adding Additional / Multiple Delivery Addresses to Your Lead
Finding and Viewing a Lead:
Open the Leads Module from the explore bar on the left side of the page.
Navigate to the MY LEADS tab in the header.
Utilize the search bar and toggles to filter your search data.
Opening Lead Information:
Click on the relevant lead to open its information page.
Use the blue buttons on the screen for various actions.
Adding Additional Addresses:
Scroll down to the ADDITIONAL ADDRESSES section.
Provide a title for the new address.
Enter the address and click save.
Your additional address is now added and can be selected during the quote, job card, or invoice stage.