Leads

Leads is the operation where you can start and track communication with new or already existing customers about potentional collaboration.

How to create a Lead

There are two ways you can create a Lead.

First Way

Path: Log in -> Dashboard -> Leads -> All Leads -> Create Lead

Second Way

Path: Log in -> Dashboard -> Leads -> My Leads

Whichever way you go with only the two first steps differ.

1. From the Dashboard, click on the Leads tab and then select All Leads, or
   • From the Dashboard, click Leads tab and then select My Leads.
2. Once the All Leads Tab opens up, click on the Create Lead button on the top-right corner or
   • Once the My Leads tab opens, click on the Create Lead button on the top-right corner.
3. A form will appear where you can:
   • Select the customer, existing or new.
   • Select the Lead Title, for example Annual Contract.
   • Select the estimated value.
   • Select the lead source, for example website, social media.
   • Select the Lead stage, for example new, contacted, qualified, quoted, negotiation, won, lost.
   • Select the percentage of the closing probability
   • Add a description
   • Select the services Fill in all the required details and click on Next.
4. A new form will appear where you can:
   • Assign the lead to yoursefl or other admins.
   • Enter the possible service date that will be the product of the lead.
   • Enter the activity date for the current phase of the lead.
5. Click on Create Lead.