How to add a new lead?

To add a new lead please go to CRM welcome Page -> "Add Lead"
OR
CRM->Leads Tab->"New Lead"
OR
CRM->"Add New" (Top left button) -> "Leads" option in drop-down.
You will be asked to fill the following fields:

  • Assignee
  • Company
  • First name
  • Last name
  • City/Town
  • Post Code
  • Country/State
  • Lead Source
  • Campaign Source( List of your existing campaigns, if you haven't created yet, you can create new one by clicking on "Add New Campaign"
  • Lead Status
  • Industry
  • E-mails
  • Phones
  • Fax
  • Note
  • Attachments

After completion of the fields, click the Save and Close button. Note: None of the fields are required.