How to Add a Lead

Follow these four steps to register a lead, select the required products or services, record the follow-up details and assign the sales person.

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1Enter the lead’s address details

Open Leads → Add Lead Details. Enter the customer’s contact and address information, including the available mobile number, email, address, city, state and postcode.

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2Select the products or services

Select the products or services the customer is interested in. Complete the enquiry information shown in the form.

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3Set the lead source and follow-up action

Choose the lead source, enter the required follow-up action or remarks, and review the email acknowledgement details. The source guide indicates that LionCRM.IN sends the customer an acknowledgement email.

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4Assign the lead and save

Select the department and sales person who will handle the lead. Add attachments if required, then click Save as lead.

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Before saving: Check the lead details and the assigned sales person. The available fields and labels may vary as LionCRM.IN is updated.

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