Pabau Knowledge Base

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Pabau Knowledge Base

Leads

Leads

General

Leads

Overview of Leads

How to Create Leads

How to Merge Leads

How to Filter by Teams in Leads

How to Create Lead Views

How to View Leads in Default View

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Leads

Overview of the Lead Profile

How to Apply Salutations to Leads

How to Upload Photos to a Lead Card

How to Upload Documents to Lead Cards

Pipelines

How to Create a Lead Pipeline

How to Assign a Lead to a Pipeline

How to Reorder a Lead Pipeline

How to Edit & Delete a Lead Pipeline