🧾 What is a Lead?
A Lead is an entry where you store unprocessed contact details. These contacts might come from different places like your website, phone calls, referrals, social media, ads, or emails. You haven’t started working on them yet—they’re just raw data for now.
🎯 Purpose of Leads Module
The Leads section is used to:
- Store new or unverified contact information.
- Start working on them when you’re ready.
- Convert interested contacts into Prospects for further follow-up.
🛠️ Main Actions in Leads Module
- Add or edit leads.
- Assign lead to a specific employee.
- Convert the lead into a Prospect using the Convert Lead button.
⏱️When you should create lead?
- At the Time of Creating a New Lead
- Add as much information as available from the start (from a form, call, referral, etc.
- Minimum required: Name, Phone or Email, and Lead Source
- Later During Qualification
- As you contact the lead and gather more info, you can update:
- Designation, Address, Company Number, Tax ID
- Add attachments or internal notes
- Before Converting to Prospect Ensure:
- You have key identifiers (Name, Company, Contact Info)
- You can confidently assign the lead to a sales rep
- You’re ready to begin follow-up cycles
✅ Information required to Create a Lead
Follow these steps to add a new lead:
Go to the Leads section from the left-side menu.
Click on the “Add New Lead” button (usually on top-right).
Fill in the following details in the form:
Date
Lead Source (e.g., Facebook, Website, Call, Referral)
Lead Owner (Employee responsible for the lead)
Name, Designation, Company Name
Phone Number, Mobile Number, Email
Website, Company Number, Tax ID (if any)
Full Address (Street, City, State, Country, Pin Code)
Upload documents if you have any
Click the “Save” button at the bottom.
Your lead is now saved in the system and will appear in the Leads list.