Lead Record

This guide provides step-by-step instructions on how to add a lead record. It covers all the necessary actions, from clicking on specific fields to typing in information and selecting options. By following this guide, you can easily create a lead record for someone named John Jones from Kiwi Unlimited Ltd. It ensures accuracy and efficiency in managing lead records.

Step 1: Navigate to the CRM menu

Click "Lead"

Step 1

Step 2: You will be presented with a list of previously entered leads

To create a new lead, Click "Add Lead"

Step 2

Step 3: The New Lead Form will be presented

You can start by entering the First Name of the individual

Step 3

Step 4: Type "John"

Step 4

Step 5: Once entered, simply tab to the next field

Step 5

Step 6: You can enter the individuals Middle and Surname in the fields provided

Step 6

Step 7: Type "Jones" in the Last Name Field

Step 7

Step 8: You can capture the individuals email address and other contact information in…

You can capture the individuals email address and other contact information in the fields provided

Step 8

Step 9: Type "[email protected]" in the email field and press,[[enter]]

Step 9

Step 10: If you want to link the individual to a company, enter the company name in the…

If you want to link the individual to a company, enter the company name in the Organisation Field

Step 10

Step 11: Type "Kiwi Unlimited Ltd [[enter]]"

Step 11

Step 12: Review the data in the Lead Status drop down field

Step 12

Step 13: You can also review the information held in the Lead Type list

Step 13

Step 14: The Request Type field will allow you to capture information about the type of…

The Request Type field will allow you to capture information about the type of enquiry the lead has contacted you about

Step 14

Step 15: You can also capture the Address and other Contacts against the Organisation

Step 15

Step 16: You may also wish to capture qualification information against the lead for…

You may also wish to capture qualification information against the lead for assist with sales statisics

Step 16

Step 17: The Qualification Status list is defined during the system setup and allows…

The Qualification Status list is defined during the system setup and allows you to segment your leads into different statuses

Step 17

Step 18: You may also wish to link the lead a previous run Marketing Campaign to assist…

You may also wish to link the lead a previous run Marketing Campaign to assist with Campaign ROI

Step 18