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Pabau Knowledge Base

Leads

Leads

General

Leads

Overview of Leads

How to Create 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 Card

How to Apply Salutations to Leads

How to Upload Photos to a Lead Card

How to Upload Documents to Lead Cards

How to Edit Leads in Bulk

How to Convert Leads into Clients

How to Get Notified When You Have an Assigned Lead

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Pipelines

Overview of Lead Pipelines

How to Create a Lead Pipeline

How to Assign a Lead to a Pipeline

How to Reorder Your Lead Pipelines

How to Edit and Delete a Lead Pipeline

Lead Pipelines

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