ADD NEW LEAD





The following items can be associated with a lead. Customer Sales Representative can also add manually leads by creating new button. And putting all customer information.


If you're creating the lead for new customers, enter name, contact details, and company name in the Lead form. Fields with * are required.


Add company and contact records use this data to build campaigns that close more deals.

 


To manually create a Lead from within CRM:

Click Create New Button



Fill out all required fields:

  • Name
  • Company
  • Email
  • Status etc.


Click 'Save' to save all information or 'Reset' to clear all the details

Create will save the lead profile and take you back to the lead list.