How to Add a Lead ?

Overview

The Add Lead feature lets you enter details of a new potential customer, including contact info, company details, and related deal information. This helps track every inquiry and convert it into a successful sale.

Steps to Add a Lead

1. Open Add Lead Form
   Go to Sales Module → Leads and click Add Lead.

   

2. Enter Lead Contact Info

• First Name, Last Name

• Phone, Email

3. Fill Lead Details

• Lead Source, Industry, Company

• Lead Owner, Lead Stage

4. Add Deal (Optional)
   Turn on Create Deal and fill details like:

• Deal Name, Deal Owner, Deal Type, Deal Stage

• Priority, Currency, Budget

• Start Deal, Close Deal, Project Description, Project

5. Add Attachments
   Upload related documents or files if needed.

6. Save the Lead
   After filling all required fields (*), click Add Lead to save.
   The new lead will appear in your Leads list for tracking and follow-up.

Why Use This Feature

Adding leads helps store all potential customer data in one place, making it easier to follow up, manage deals, and boost sales productivity.