How to mark To-Do as completed in ERPCA?


In the Header section of dashboard there is an envelope icon on the top to remind you about your To-Dos. You need to click on it to go to your To-Do board. You can mark the To-Do as completed by clicking on the checkbox against the corresponding Pending To-Do. With the help of this video you will be to understand the process.

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You can convert lead into customer for this you need to click on particular lead’s name- select the option change status–then select converted and again click on convert to customer option.

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Updating and editing the existing lead’s details! Every lead’s has an action drop down button with option of edit and delete.