MediCRM
Leads and the lead card
The details of a lead and what the lead card holds.
Open a lead to see its card: name, phone, email, country, price and currency, tags, source, the stage, the owner, the contacts and the company, custom fields, the email panel and the stage history.
- The Company is chosen from the companies list. Clearing it removes the link.
- Contacts are linked from the contacts list.
- Stage moves appear in the Stage history with who made them and when.