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