Step 1. ERP gold requires information to save a lead, you can fill in what you know about the lead and save.

Step 2. Some of the required fields are marked with, “ *”

1.Company Name: Users can enter the company name in this column.

2.Industry: Users can choose one of the 'Industry' in this dropdown.

3.Services: Users can choose one of the 'Services' in this dropdown.

4.Street Address: Users can put the street address of the lead.

5.City: Users can put the city name in this column.

6.Zip Code: Users can put the postal code in this column.

7.State: Users can put the state name in this column.

8.Country: Users can enter the country name in this column.

9.phone: Users can enter the phone number in this column.

10.Fax: Users can put the fax in this column.

11.Email: Users can put the email in this column.

12.Web URL: Users can put the web URL in this column.

13.Primary SIC Code: Standard Industrial Classification (SIC) codes are four-digit numerical codes assigned by the U.S. government to business establishments to identify the primary business of the establishment. 

14.Primary NAICS: The North American Industry Classification System (NAICS) is used by businesses and governments to classify and measure economic activity in the United States, Canada, and Mexico. NAICS is a 6-digit code system that is currently the standard used by federal statistical agencies in classifying business establishments.

15.Corporate Employee Size: Number of employees in a company.

16.Year Established: Year of established of lead.

17.Twitter: Users can put the Twitter id in this column.

18.Linked In: Users can put the linked in, in this column. 

19.Facebook: Users can put the Facebook id in this column.

20.Google Plus: Users can put the google plus account in this column.

21.First Name: Users can put the first name in this column.

22.Last Name: Users can put the last name in this column.

23.Title: Users can put the title in this column.

24.Role: Users can put the role of lead status in this column.

25.Phone: Users can put the phone in this column.

26.Mobile: Users can put the mobile in this column.

27.Email: Users can put the email in this column.

28.Email 2: Users can put email 2 in this column.

29.Lead Status: Users can choose one of the Lead statuses in this dropdown.

30.Lead Source: Users can choose one of the Lead sources in this dropdown.

31.Lead Assigned To: Users can select to assigned lead someone.

32.Lead Generated By: Users can select the person who generates the lead.

33.Last Contact DateTime: When the user contact with the lead company last time.

34.Last Contact Medium:  How user contact with lead company.

35.Company Description: Users will put the company description.

36.Products/Services: Users will put relevant products or services for search lead, that fulfill the business requirements.

37.Save & Exit: If you click "Save and Close", then it will redirect to the list page of the lead source.

38.Save Changes: If you click "Save changes", then it will show you changes that you saved.

Step 3. Users click the "Add Source" button then can show the pop-up screen to Add Lead Source information.

1. Name: Users can enter the name in this column.

2. Display Order: User will enter the display order in this column.

3. Save: If you click "Save" button then saved all record.