Deals Management
Leads Management
Duplicate Management
Appointment Management
Account Information
Credit
Signature
Admin
Email Account
Email Template
Company Information
Items
Fees
Taxes
Order Template
Quotation Template
Reference Numbering
Calendar
Phone
QuickDesk Marketing (aka ActiveCampaign) SMS Template
Omnichannel Engagement
Add Lead
Lead Info Card
Add Notes
Share Lead
Add Task
Add Appointment
Upload File
Add Order
Add Quotation
Add Deal
Hunter Dashboard
Team Dashboard
Create a Target
Import Leads
Create a New Lead
Filter Leads
Engagement (Call, SMS, Email)
Add Items from a Lead
Edit Lead Information
Create Appointments
Add Tasks
Filter Tasks
Edit & Delete Tasks
Add Deals
Edit & Delete Deals
Mobile Settings
