Accessing the Leads Module:
Open the Leads Module from the explore bar on the left side of the page.
Navigating to Lead Information:
Check the tabs, especially the MY LEADS tab, and use the search bar and toggles to find the lead you're working with.
Opening Lead Information:
Click on the relevant lead to open its information page.
Use the blue buttons for various actions, such as creating an invoice.
Initiating Invoice Creation:
Click on "Create Invoice."
After creating the invoice, a success message will appear—just click "okay" to dismiss it.
Versatility in Workflow:
This process works the same way for creating quotes and job cards.