To Create Leads

Do the steps to Create Lead:

  1. Tap the “+ Add” button to create a new lead activity.

  2. Enter the Company Name.

  3. Tap the “Source” select the appropriate lead source from the list, and tap “Continue”.
  4. Select the “Status” from the scroll bar shown below the Source field.
  5. Enter the following details:
  6. Contact person – Enter the name of the contact.
  7. Phone – Enter a valid mobile number.
  8. Email – Enter the contact’s email address.
  9. Enter the Address of the lead.
  10. Select the Location using the map or by searching for the location.
  11. Enter the Ticket Value.
  12. Select the “sales owner” responsible for the lead.
  13. Tap “Save” to create the new lead.