Leads

Lead represents a potential client or opportunity that has shown interest in your services or products. Leads are essential as they serve as the initial step in the sales process, helping businesses track, nurture, and convert these opportunities into actual clients or sales, thereby boosting revenue and business growth. 

Here is a reference video:

We have to click on the add lead tab to add a new lead.

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 drop 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

Next you will be able to add a lead owner under Personnel. You will also find the option to share a lead with another personnel. Additionally, we have provided custom fields that can be configured from the Settings and used.

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 want to Reset the information, then you can click on Reset button - Doing this your data will be saved and you will be on the same screen to add another lead.