Creating a new lead

Go to Sales -> Sales -> Leads -> 

Fields To Fill

  • Subject [Mandatory]
  • Company Name
  • Customer
    • Browse for a existing customer in your customer list. If found, the form will be auto filled with the customer details.
  • Address
  • Salesperson
  • Contact Name
  • Email
  • Function
  • Phone
  • Mobile
  • Fax
  • Priority
  • Tag
  • Internal Notes

Extra Info

  • Campaign
  • Channel
  • Source
  • Active
    • To deactivate this lead. If you need to delete a lead, it is better to deactivate it instead.
  • Referred By

To save the information, Click on  

Wong Wai Jeat
Wong Wai Jeat
100000
| 1 1 1
Asked on 2/11/15, 6:57 AM
0
vote
155 Views
This question has been included in the official documentation.

Your answer

Please try to give a substantial answer. If you wanted to comment on the question or answer, just use the commenting tool. Please remember that you can always revise your answers - no need to answer the same question twice. Also, please don't forget to vote - it really helps to select the best questions and answers!

Ask a Question

Keep Informed

About This Forum

This community is for professionals and enthusiasts of our products and services.

Read Guidelines

Question tools

2 follower(s)

Stats

Asked: 2/11/15, 6:57 AM
Seen: 155 times
Last updated: 2/12/15, 4:28 AM