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Lead

The Lead module helps teams manage qualified opportunities through documentation, task tracking, banker coordination, status movement, and controlled access.

Topics in this section​

  • Create Lead
  • Lead UTM Link
  • Filters
  • Manage Lead Document
  • Lead Tasks
  • Lead Remarks
  • Members
  • One Pager
  • Timeline
  • Forward Document to Banker
  • Manage Disbursement
  • KYC API
  • Manage Lead Status
  • Lead Access