To create and manage your leads in the Onsite app, click on the Leads button at the bottom of the Onsite home page.
The Leads screen shows your existing leads.
Search for an existing lead using the search function.
To view your existing leads by status, click on the New, Quoting or Completed leads tabs.
To create a new lead, click the Create lead button. New leads can be created from within the New, Quoting and Completed tabs.
4. When you create a new lead, you are given the option of searching for and selecting an existing client or clicking the Create client button (5) to bring up the Create new client details screen.
6. Fill in your new client details and click Save client.
7. To edit the details of a lead, double click on the lead.
8. The Edit Lead screen will appear. Make your changes/updates and click Save.
