Accessing Leads Module:
Open the Leads Module from the explore bar on the left side of the page.
Exploring Tabs:
Check the tabs in the header, especially the MY LEADS tab.
Utilize the search bar and toggles for effective data filtering.
Opening Lead Information:
Click on the relevant lead to open its information page.
Use the blue buttons on your screen for various actions.
Creating SAGE ACCOUNTING:
Click on "Create SAGE ACCOUNTING."
Note that this applies only to new leads. The onboarding team will have imported your existing client database during setup. For new leads post-import, manually link to Sage with a simple button click.
This ensures the lead is linked to your SAGE database.