How to Create a Lead

How to Create a Lead

Overview

A lead is a potential customer who has shown interest in your products or services.

Steps

  1. Navigate to Leads.
  2. Click Create Lead.
  3. Enter:
    • Name
    • Email
    • Phone
    • Company
    • Lead Source
  4. Assign an owner.
  5. Click Save.

Tips

  • Always enter a valid email address.
  • Record the lead source accurately.
  • Add notes regarding the inquiry.

FAQ

Can I import leads?

Yes, use the Import option within the Leads module.


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