Utiliko Business Management Platform - Utiliko

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Click on the ‘New Lead’ tab. It shows the form to add a lead. Fill general information.

  1. Leads NameName of lead
  2. Select StatusSelect the status from the dropdown list to create lead for open / close status
  3. SourceSource of contact for creating lead
  4. DepartmentIt will show the list of Sales department. By default sales department is shown

  1. Location AddressAdd the location using google location
  2. City, State, ZipUsing google location city, zip and state will be added automatically
  3. CountryIt will add country of lead

  1. Billing AddressAdd the location using google location
  2. City, State, ZipUsing google location city, zip and state will be added automatically
  3. CountryIt will add country of lead

  1. Company PhoneHere you can add company phone number
  2. Company FaxHere you can add company fax
  3. Comapny EmailHere you can add company email
  4. Company WebsiteHere you can add company website
  5. Facebook URLHere you can add facebook Url
  6. Twitter URLHere you can add twitter Url
  7. LinkedIn URLHere you can add LinkedIn Url

  1. Contact NameHere you can add contact name of lead
  2. Contact TitleHere you can add contact Title
  3. EmailHere you can add email for a lead
  4. PhoneHere you can add phone for a lead
  5. MobileHere you can add mobile for a lead

In this section you can add a short note regarding theLead. This is a text editor with multiple tools on it to use

  1. MyselfLogged in users
  2. EveryoneAll the users from the system
  3. CustomSelected users from the user list
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