Title
Create New Leads in CRM
Description
This guide explains how to create a new lead in CRM
Procedure
STEP 1 - Begin by selecting "Leads" from the dashboard.
STEP 2 - Click on the option to create a new lead (e.g., "New Lead").
STEP 3 - Enter the lead's status, which could be "New lead", "Follow-up", or "Demo done".
STEP 4 - Choose the source of the lead, such as "Facebook", "Referral", or "Website".
STEP 5 - Enter the name of the person to whom the lead should be assigned.
STEP 6 - Fill in the lead's details, including contact information, company information, and any other relevant data.
STEP 7 - If necessary, include a description related to the lead.
STEP 8 - Assign a lead score on a scale of 1-10 to indicate the lead's potential or quality.
STEP 9 - After entering all necessary information, click "Save" to create the new lead in your CRM system.
Video Demonstrates the Steps Above