1. Log In Go to https://widget.bestoptimyzed.com/login and log in to your Quotify Dashboard. 2. View Leads via the Leads Section...

Navigate to leads view from the main menu on the left side and click on the button new lead. You can also for quick approach add from the Quick Create menu by clicking on the top left caret and click New Lead, a modal will be open o...

You will always need a way to know from where you got the lead. Go to Setup -> Leads -> Sources and add new source depending on your needs. To setup default lead...

To convert a lead into a customer in Quotify CRM, click on the lead to open its modal window. At the top, click the “Convert to Customer” button. The conversion modal will appear, and Quotify CR...

Once you’ve created the proposal, click the mail icon located on the right side. A popup will appear showing a preview of the email template. You can insert the proposal link directly into the email, allowing the lead...

Quotify CRM allows you to fully customize lead statuses to align with your sales workflow. To add a new lead status, go to:Setup → Leads → Statuses, then click “New Lead Status...