This page is an explanation of how to go from leads to customers.
Where can you find the Leads page?
This page is positioned under contacts.
To add a lead, click on the 'Add Lead' button.
A new screen will open, create a new company and fill in the details. If all details are entered, click on the 'Save' button.
After saving, open the newly created lead again.
There, click on the 'Tenant' button to make the company a tenant as well.
Then click on the "Save" button.
After saving, open the company.
The company sheet now contains the company details and the person with the corresponding function is now listed under contact.
