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Create New Leads in CRM

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.

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