Click on the ‘New Lead’ tab. It shows the form to add a lead. Fill general information.
1.The first section is Leads Information, contains
- Leads NameName of lead
- Select StatusSelect the status from the dropdown list to create lead for open / close status
- SourceSource of contact for creating lead
- DepartmentIt will show the list of Sales department. By default sales department is shown
2.The second section is Location Address, contains
- Location AddressAdd the location using google location
- City, State, ZipUsing google location city, zip and state will be added automatically
- CountryIt will add country of lead
3.The third section is Billing Address, contains
- Billing AddressAdd the location using google location
- City, State, ZipUsing google location city, zip and state will be added automatically
- CountryIt will add country of lead
4.The fourth section is Company Contact Information, contains
- Company PhoneHere you can add company phone number
- Company FaxHere you can add company fax
- Comapny EmailHere you can add company email
- Company WebsiteHere you can add company website
- Facebook URLHere you can add facebook Url
- Twitter URLHere you can add twitter Url
- LinkedIn URLHere you can add LinkedIn Url
5.The fifth section is Contact Information, contains
- Contact NameHere you can add contact name of lead
- Contact TitleHere you can add contact Title
- EmailHere you can add email for a lead
- PhoneHere you can add phone for a lead
- MobileHere you can add mobile for a lead
6.The sixth section is Short Notes, contains
In this section you can add a short note regarding theLead. This is a text editor with multiple tools on it to use
7.The seventh section is Participants, contains
- MyselfLogged in users
- EveryoneAll the users from the system
- CustomSelected users from the user list
After filling the required field click ‘Create Lead’ button to add the task.