📂 Category: Leads
Efficient lead management is essential for your business. In Buscoou PRO, you can create leads quickly and define access permissions for staff members.
Step 1: Creating a New Lead
- Navigate to Leads from the main menu and click New Lead.
- Alternatively, for a quicker approach, click the Quick Create menu (top-left) and select New Lead. A pop-up modal will appear, allowing you to enter lead details from anywhere in the system.
Step 2: Configuring Lead Visibility
- If you mark a lead as Public, it will be visible to all staff members.
- If not, the lead will only be accessible to the assigned member, the creator, and administrators.
- To allow specific staff members to view all leads, you can adjust their permissions under Setup -> Roles & Permissions.
Step 3: Who Can See the Lead?
- Non-admin staff can only see leads in the following cases:
✅ If they created the lead.
✅ If the lead is marked as Public.
✅ If they are assigned to the lead.
Step 4: Keeping Track of Contacted Leads
- If you have already contacted the lead on the same day it was created, do not uncheck the Contacted Today field.
- The system will automatically update this status in the database.
This process ensures that lead management is organized, efficient, and secure in Buscoou PRO. 🚀
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