Creating a new lead
Go to Sales -> Sales -> Leads ->
Fields To Fill
- Subject [Mandatory]
- Company Name
- Browse for a existing customer in your customer list. If found, the form will be auto filled with the customer details.
- Contact Name
- Internal Notes
- 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