Related FAQ's

How to Add Lead in CRM?

  • On the Context Menu go to Customer  Add Lead.
  • You will be redirected to Add page where you can see Tabs like Details, Address, Contact Details, Status.
  • In "Details" Tab fill all the Mandatory fields like First Name, Last Name, Assigned User and save it.
  • In "Address" Tab fill all the mandatory fields like  Address, City, Country and save.
  • In "Contact Details" Tab fill all the  Mandatory Fields and save it.
  • In "Status" Tab fill all the Mandatory fields and save it.
  • Now the Lead is Created you can check in the grid (Context Menu>>Customer>Lead).