Adding Leads

Adding new leads and adding their information to the already created list is necessary to update the database with the changing information of the organization.

A lead can be created by clicking on the "Add Lead" option on the top left corner of the Leads module. Clicking on it will take you to a pre-generated form, once the details are added to it a new lead is created. 

The form asks for the following details:

1. SALUTATION: It allows to select the addressing salutation for individuals from Mr./ Mrs./ Ms.

2. LEAD NAME: It takes the input of the name of the newly created member.

3. LEAD EMAIL: It requires email details for all sorts of communication.

4. ADDED BY: This section permits for the selection of the agents who are the organization's employees who will be interacting with the leads of the organization. So, this way one can assign agents to every lead that is created. The fields are editable once the details are fed into it.

5. LEAD SOURCE: This keeps track of the sources from where the maximum engagement is being created for the organization.

6. Lead Owner : A lead owner is the individual or team responsible for managing and nurturing a lead (potential customer or client) within a CRM system or sales process.

11. COMPANY NAME: For instance, when the client belongs to an organization or a company these details are required. So, this section records the data of the organization the work is being done for.

12. WEBSITE: Records the link for the official website of the organization in case a brief overview is ever needed.

13. MOBILE: Individual contact details for any kind of urgent communication.

14. OFFICE PHONE NUMBER: Phone numbers collected in the database for communication purposes.

15. COUNTRY: The location (country) of the organization one is working with should be known.

16. STATE: It records the location (state) where the organization is based.

17. CITY: It records the location (city) where the organization is based.

18. POSTAL CODE: It records the detailed location by recording the postal code for the organization.

19. ADDRESS: This is to collect the complete address for the company for any future reasons where it might be of some use to the recording organization.

Create Deal : Now we have create deal check box , by this we can create deal while create lead.