How to Create a Lead
Now you know what a lead is, it's time to create one!
- From the user menu panel, click on Leads. As shown below once the in the leads section, click the 'Create' button to add a new lead.
- Enter your Lead Details. You can either use the dropdowns to import any pre-loaded contacts & types or create new ones on the fly. You will see under Contacts, Person & Types you have the option to 'add new' if they are not already set up.
- Enter a Description to help identify the lead or sale - this is optional.
- Add single or multiple items to your lead.
- Choose your workflow, add any notes & click 'Create'.
- At the bottom of your page under notes you can add questions or fillable fields. To do this see Lead Detail Settings.
Congratulations! You've just created a lead.
Tip: you can always go back to your lead and update any of the details by using the 'Update' option in the lead if you don't have all the details available.
Adding Items to your Lead: if you're out on site with a client this is an opportunity to list the job requirements, this will help with your workflow once the lead is created.
Managing your Lead
Once you've created your lead you will be redirected your new leads dashboard. Now it's time to learn how to Manage your Lead.