Installation Company ERP / CRM


How to Print a Lead Sheet

  1. To print a lead sheet, you will have to visit the customers lead page, can do this by clicking on the main menu and clicking Leads, ‘Live Leads’
  2. On top right-hand side corner there’s a button ‘Print Lead Sheet’, click here to load the document.
  3. This opens the lead sheet as a PDF, you can save/ download and print this file in the top right-hand side corner, you may have to move your mouse to discover this menu.

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