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How To Add product to leads

STEP 1: Log into your Bizfox account

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STEP 2: At the right side of your dashboard, click on “Leads”

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STEP 3: Click on the triple dot icon, on the lead you would want to add a product to

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STEP 4: From the drop down after clicking the triple dotted icon, click “Edit”

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STEP 5: From the lead details, you’ll see “Products”

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STEP 6: Click on “Add” to add new products

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STEP 7: Enter the product details

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STEP 8: Click on the “Save” button to save product

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Product has successfully been added to leads

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Updated on June 20, 2023

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