Lead:

A Lead is a potential customer or prospect. Generating a lead is the first step of the sales process in CRM. Lead records are designed to store all known information on lead, including company name, address, contact details and the lead's current position in the sales funnel.

Step 1. From the left menu, click on CRM then click on Leads.

Step 2. Users can use to need the filter leads data first user enters the lead page.

1.Filter By Status: Users can choose one of the lead by status in this dropdown, then show the lead by the status record in the grid. 

2.Filter By Source: Users can choose one of the leads by a source in this dropdown, then show the lead by source record in the grid.

3.Filter By Assigned To: Users can choose one of the leads assigned to in this dropdown, then show the lead by assigned to in the grid.

4.Search: Use to search lead.

5.Clear button: Users click the Clear button then the search bar is clean.

6.Add Lead: Users click the 'Add Lead' button, we have a new screen open in which we can count the leads.

7.Follow Ups: Follow-Ups features such as the ability to track pipelines set goals for the team members, view reports, and coordinate workflow within the organization. The system keeps track of projects, bids, and leads that are in the pipeline, and users can view personalized information regarding their leads.

8.Advance View: It will display more detail about the normal view.

9.Action: Users click the Action button, We have different options shown to change the lead status, lead source, etc.

10.Column Header: Drag a column header and drop it here to group by that column.

11.Check Box: Check desire "Leads" and click the action button it should be given different options.

12.Company ID: it is a Unique key for the record.

13.Company Name: Users can put a lead company name.

14.City: Users can put the lead city name.

15.State: Users can put the lead city name.

16.Assigned To: Users can see the lead assigned to in this column.

17.Last Message: Users will put the last conversation.

18.Contact info: Users will put the contact detail of the lead.

19. Add Notes: Users click the 'Add Notes' button, a new popup screen opens up in which we can follow up the notes.

20.Next Page button: Move to the next page.

21.Items Per Page: Use to display a number of records per page.

Step 3. Users can choose one of the lead by status in this dropdown 'Contacted', then show the lead by the status record in the grid.