Navigation Path:
Sales Module → Lead → Click on a lead’s name
1.1 Tasks Tab
Used to assign tasks related to the lead, such as:
- Send quotation
- Call tomorrow
- Visit warehouse
1.2 Notes Tab
Used for internal notes and future reference.
1.3 Docs Tab
Used to store lead-wise documents:
- Quotation PDF
- Product catalogue
- Agreement copy
1.4 History Tab
Shows complete change history, such as:
- Lead created
- Status changes
- Assigned user changes
- Product updates
- Other modifications
(Also used for transparency and audit.)
1.5 Chat Tab
Used to chat with clients when WhatsApp API integration is enabled.