Navigate -> Lead Box -> Leads ->New Lead 

                         


By default lead information has been separated in to different sections like lead info, communication info, address info.

Note: Lead sections and Fields are configurable, you can create your own sections and Fields. Refer Lead config

  




Follow below steps to create a new lead

                                                                                                                                                   

Step 1: Define your Lead info





Fill in the mandatory(*)-required and available parameters. 


Lead owner*

You can assign the lead to your selective team member has a lead owner.

Company name*

Mention the company name of the new lead which helps you to identify better

First name*

Mention the first name of the lead

Last name

Mention the last name of the lead

Title for lead

Title your lead if you have any

Mobile number*

Mention the mobile number of lead for further communication

Phone

Mention the alternative phone number of your lead

Email*

Mention the email id of lead for further communication

Website

Mention the website address for the lead

Lead source*

Mention the Lead source which helps you to identify where the lead from

Lead source campaign

Mention the Lead source 

Lead type

It has been separated into hot(Willing to convert), cold(Interested), warm(partial) and junk (not interested)

Lead status

It has been separated  into Open(Lead is not converted) and close(Lead should be converted)

Lead score

Specify the lead score

Lead requirement*

Mention the requirement of the lead

Leads stage*

It has been separated into prospect, Opportunity, Customer, Disqualified, Invalid.

Industry*

Mention the Industry of the Lead which helps you to identify better

Number of employees

Mention the number of employees who are working beyond of your lead


  • Click on Next


Step 2: Define Communication Info

Optout : To make a choice or decision to choose not to participate in something. 

  • Select optout if you need.

 Fill the details to communicate with which public network 

Skype ID

Mention the Skype ID to communicate with Skype

Twitter

Mention the Twitter ID to communicate with Twitter

Facebook

Mention the Facebook ID to communicate with Facebook

      

  • Click on Next


Step 3: Define Address info

 Mention the following details:

Street

Mention the Street of your lead 

City

Mention your lead City

State

Mention the State of your lead

Country

Mention the Country of your lead

Zip code

Mention the Zip code of your lead

  • Click on next
    Your new lead should be created successfully. Once your lead created editing, deleting, Call, SMS, Email, Task creation options are displayed in below of your lead title.