CRM

⌘K
  2. Home
  4. Docs
  6. CRM
  8. Leads
  10. Create a Lead

Create a Lead

🟢 Step 1: Open the Form to Add a New Lead

  • First, log in to your DAAI Business Suite account.
  • On the left side menu, click on “Leads”.
  • Then, click on the “Add” button (usually seen on the top-right corner).
  • This will open the form where you can enter the lead’s details.

🟢Step 2: Fill Lead Information in the Form

You’ll now see a form with different fields. These fields are used to store information about the person or business you’re adding as a lead.

📅 Basic Info

  • Date: Select the date when you first capture details of this person or business.
  • Lead Source: Choose how or from where you got this lead (Example: Website, Social Media, Referral, WhatsApp etc).
  • Lead Owner: Select the employee or team member responsible for handling this lead.

👤 Person’s Details

  • First Name: Lead’s first name.
  • Last Name: Lead’s last name.
  • Designation: Their position in the company (like Manager, Director, Owner, etc.).

🏢 Company Details

  • Company Name: The company the person works for.
  • Company Number: Their official company registration number (if you have it).
  • Tax ID: Their GST number or PAN number (optional).

☎️ Contact Information

  • Phone Number: Their primary phone number.
  • Cell Number: Alternate mobile number (if any).
  • Email: Main email address.
  • Alternate Email: Backup email address (if any).
  • Website: Their company’s website (optional).
  • IM: Any messaging ID like Skype or Teams (optional).

📍 Address Details

  • Street: Street name or building name.
  • City: City or town.
  • Postal Code: Area PIN code.
  • State: State name.
  • Country: Select the country from dropdown.

📎 Attach Documents

  • You can attach related documents (if any), such as visiting cards, quotes, or any notes.
  • Just click on “Upload Documents” and select your file.

🟢 Step 3: Save the Lead

  • Once you’ve filled all the information, double-check it to avoid spelling errors or missing fields.
  • Click on the “Save” button at the bottom or top of the form.
  • You’ll get a message confirming that the lead is saved successfully.

💡 Pro Tips for Lead Creation

✅ Mandatory Fields: Always fill in the fields marked with a red star (*), or the form won’t save.

✅ Double-check Auto Fields: Some fields like Date might auto-fill. Confirm they are correct.

✅ Consistency: Write names, emails, and addresses properly using capital letters where needed.

✅ Update Later: You can edit and complete missing info later too if you don’t have everything initially.

Let me know if you want the Edit and Delete steps added next.