{"id":2089,"date":"2023-02-24T11:38:58","date_gmt":"2023-02-24T11:38:58","guid":{"rendered":"https:\/\/pracmate.com\/helpcenter\/?page_id=2089"},"modified":"2023-02-24T11:39:20","modified_gmt":"2023-02-24T11:39:20","slug":"how-can-i-add-new-lead","status":"publish","type":"page","link":"https:\/\/pracmate.com\/helpcenter\/leads\/how-can-i-add-new-lead\/","title":{"rendered":"How can I view lead details ?"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">It will display the lead details along with Create Proposal, Convert to Client and Edit option.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/pracmate.com\/wp-content\/themes\/prompt\/images\/easyacc\/lead\/lead_20.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Edit<\/strong> &#8211; It will display the lead details and by making require change it will update the lead details respectively.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/pracmate.com\/wp-content\/themes\/prompt\/images\/easyacc\/lead\/lead_21.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Roadmap Services<\/strong> \u2013 If there is any contract generated &amp; approved from client then it will display details of that roadmap.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/pracmate.com\/wp-content\/themes\/prompt\/images\/easyacc\/lead\/lead_22.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Create Proposal<\/strong> &#8211; It will be redirect on Proposal\/Contracts page with all the information and display the details based on Lead\/Client respectively.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/pracmate.com\/wp-content\/themes\/prompt\/images\/easyacc\/lead\/lead_23.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Convert to Client<\/strong> \u2013 It will convert leads in to client and will display in client page.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>It will display the lead details along with Create Proposal, Convert to Client and Edit option. Edit &#8211; It will display the lead details and by making require change it will update the lead details respectively. Roadmap Services \u2013 If there is any&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":1742,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_monsterinsights_skip_tracking":false,"footnotes":""},"class_list":["post-2089","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How can I view lead details ? - Help Center<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/pracmate.com\/helpcenter\/leads\/how-can-i-add-new-lead\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How can I view lead details ? - Help Center\" \/>\n<meta property=\"og:description\" content=\"It will display the lead details along with Create Proposal, Convert to Client and Edit option. 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