Leader Company

  • Total activity 50
  • Last activity
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  • Following 0 users
  • Followed by 1 user
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  • Subscriptions 25

Activity overview

Latest activity by Leader Company
  • Leader Company created an article,

    Is my data kept private?

    We extremely value the privacy of our users. Any information you create or upload to your account would be used solely inside your user account environment. We do not sell or share your personal in...

  • Leader Company created an article,

    Track your quotes status

    When creating a quote for a lead or customer, it will automatically appear in the Quotes list in the pipeline screen. You can track all your quotes in the Quotes list, view the total amount, and tr...

  • Leader Company created an article,

    Quotes settings and appearance

    Leader allows you to create professional quotes that stand out. You can easily add your brand logo, colors and business details. Here are the most popular settings for your quotes: Logo and busin...

  • Leader Company created an article,

    How to delete a quote?

    In order to delete a quote, tap on the “3 dots” button and tap the “Delete Quote” button.

  • Leader Company created an article,

    How to edit an existing quote?

    In order to edit a quote, tap on the “3 dots” button and tap the “Edit Quote” button. Your can edit the quote settings, items, amount and price. *Note: After editing quotes, don’t forget to resend ...

  • Leader Company created an article,

    How to create a quote?

    Leader allows you to easily create and send price quotes to potential customers: Tap on the contact you would like to send a quote to. Scroll to the Quotes section. Tap on the “Add quote”...

  • Leader Company created an article,

    What is a workspace?

    A workspace includes all of your team's data, including leads, customers, labels, quotes, etc. You might have multiple workspaces in a case that someone outside of your team has invited you to anot...

  • Leader Company created an article,

    How I can track the work of my team?

    In order to track specific teammate work we recommend to filter this teammate work from the rest of the work to see clear picture of his work, leader and tasks. Choose the scope of work you would...

  • Leader Company created an article,

    How to remove a teammate?

    In order to remove a teammate from your teammates list: Open the Settings screen. Tap on “Teammates” Choose the teammate you would like to remove, and click “Delete” After delete this teamm...

  • Leader Company created an article,

    What permissions are available for my team?

      You can control each member’s permissions in the Teammates screen. There are two levels of permissions available: Admin - Admins can access all the shared contacts in the workspace. Admins can ...