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  8. 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.
  • Click the Add button (top-right corner of the grid).
  • The Lead aside slides in from the right with the form to 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. At least one contact channel (phone, mobile, email, or alternate email) is required to save the form.

📅 Basic Info

  • Date: The date you first captured this person or business as a lead.
  • Lead Source: Choose how or from where you got this lead (Website, Social Media, Referral, WhatsApp, etc.). Values are managed at Settings > Dropdown Settings.
  • 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 (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). Format is validated as you type.

☎️ 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 the dropdown.

📎 Attach Documents

  • You can attach related documents (if any), such as visiting cards, brochures, or notes.
  • Click Upload Documents and select your file. Uploaded files appear as removable doc-chips you can remove or download.

🟢 Step 3: Save the Lead

  • Once you’ve filled in all the information, double-check it to avoid spelling errors or missing fields.
  • Click the Save button at the bottom of the aside.
  • The Save button shows a spinner and disables itself until the server confirms — resubmitting is blocked while the request is in flight.
  • You’ll get a confirmation message once 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 may auto-fill. Confirm they are correct.
  • ✅ Consistency: Write names, emails, and addresses properly using capital letters where needed.
  • ✅ One contact channel is enough: You don’t need to fill phone and email — at least one is fine.
  • ✅ Update Later: You can edit and complete missing info later if you don’t have everything initially.

How can we help?