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Pabau Knowledge Base
Leads
Pabau Classic to Pabau 2
Team
Team
Scheduler
Roles
Commissions
Calendar
General
Appointments
Checkout (Point of Sale)
Blockouts
Clients
General
Appointments
Financials
Letters
Documents
Notes
Activities
EMR - Allergies
EMR - Prescriptions
EMR - Labs
EMR - Client Problems
Gift Vouchers
EMR - Forms
EMR - Photos
EMR - Patch Tests
Business
Business Details
Locations
General Settings
Data
Services & Packages
Services
Packages
Resources
Virtual Services
Clinical
Medical Forms
Drugs
Education
Marketing & Communication
Client Notifications
Automations
Communications
Broadcasts
Reviews
Gift Vouchers
Loyalty
Marketing Sources
Pabau AI
Online Bookings
General
Customize
Analytics
Client Portal
Social Media
Financials
Payment Processing
Invoices
Policies
Quotes
Disputes
Remittance
Taxes
Discounts
Card Terminals
Setting up the Pabau Pay Card Terminal
Wallet
Card Terminal Troubleshooting
Products & Stock
Products
Inventory
Orders
Leads
General
Leads
Pipelines
Analytics
General
Custom Reports
Activities
App Marketplace
General
FAQ & Compliance
FAQ
Compliance
Developer & Other
Labs & Pharmacies
Objects
Migrating Your Data to Pabau
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
See more
Leads
Overview of the Lead Profile
How to Apply Salutations to Leads
How to Upload Photos to a Lead Card
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
