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Lead Management

  • My Settings

    My Settings is where the user controls their personal information, dashboard, mail server and lead settings.  It’s a vital part of getting started in using WeOpportunity. This article will define the ...

  • Lead Management

    Lead Management Lead Management is the component most used by Sales Representatives to create and manage their Leads and Opportunities, and by Sales and Executive Management to create, view, assign an...

  • Create a Lead

    From the landing page choose Lead Management from the left hand navigation menu and click the New Opportunity tab. Enter your customer name in the input box as shown below to search for your customer....