Leads

The admin user will first add a lead to the system when your business gets an inquiry from a prospective customer.  We have to click on the add lead tab to add a new lead.

Here is a video for your reference:

Clicking on the add lead tab will land you to the below screen where you can start by adding basic information of the lead like contact, address, lead source and so on as shown below. You also have drag down options for certain information like lead source, industry,lead status and so on. The fields marked in red are mandatory.

Next you have to fill the address and Additional information of the lead as shown below

You can add the description to the lead and then you have two options. You can click save and save the lead, or if you have to add multiple leads than you can click “save and new” - Doing this your data will be saved and you will be on the same screen to add another lead

The lead will be added to the system and we land on the leads page.