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. There are two ways to add a lead, to do that first you have to get to the Leads page.
From the main Home page by clicking on Leads Icon.
Step 2. From the left menu, click on CRM then click on Leads.
Step 3. Once you are on the leads page, click on the Blue button that says "Add Lead".
1.Filter By Status: Users can choose one of the lead by status in this dropdown, then show the lead by 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 views.
9.Action: Users click the Action button, We have different options shown to change the lead status, lead source, Lead Assigned, 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 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 4. Users click the Lead button, a new screen opens in front of us in which we can enter the complete information of the Lead.
1.Company Name: Users can enter the company name in this column.
2.Industry: Users can select industry for the lead.
3.Services: Users can select services for the lead.
4.Street Address: Users can put the street address of the lead.
5.City: Users can enter the city in this column.
6.Zip Code: Users can enter the postal code in this column.
7.State: Users can enter the state in this column.
8.Country: Users can enter the country in this column.
9.phone: Users can enter the phone number in this column.
10.Fax: Users can enter the fax in this column.
11.Email: Users can enter the email in this column.
12.Web URL: Users can enter 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 enter the Twitter id in this column.
18.Linked In: Users can enter the linked in control in this column.
19.Facebook: Users can enter the Facebook id in this column.
20.Google Plus: Users can enter the google plus account in this column.
21.First Name: Users can enter the first name in this column.
22.Last Name: Users can enter the last name in this column.
23.Title: Users can enter the title in this column.
24.Role: Users can enter the role of lead source in this column.
25.Phone: Users can enter the phone in this column.
26.Mobile: Users can enter the mobile in this column.
27.Email: Users can enter the email in this column.
28.Email 2: Users can enter email two in this column.
29.Lead Status: Users can choose one of the Lead status in this dropdown.
30.Lead Source: Users can choose one of the Lead source 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 contacts 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 5. Users click the "Add Status" button then can show the pop-up screen to Add Lead Status information.
1. Name: Users can enter the name of the lead status in this field.
2. Display Order: Users can enter the display order number of the lead status in this field.
3. Save: If you click the "Save" button then saved all records.
Step 6. 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: Users can enter the display order number of the lead source in this field.
3. Save: If you click the "Save" button then saved all records.