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Creating a New Lead Manually

145 bytes removed, 15:18, 31 May 2019
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'''[http://www.smartsimple.com/DotOrg/flash/Creating_a_New_Lead_Manually_viewlet_swf.html View It Here]''' The simplest way of creating a lead is to type it in. This is the method you would use for business cards, paper, request for information etc.
1. Click the '''My Leads''' tab.
[[Image:Man.png]]
3. Enter the '''lead information'''.
[[Image:Man2.png]]
You use this page to setup and manage the lead.
5. Complete the details of the lead.
* Set the lead status from the '''Status''' combo box. The default status for a new lead is not contacted. When you first contact the lead you will change the status.
[[Image:Man3.png]]
* The '''campaign''' box is used to context a lead to a specific lead generation process, perhaps a trade show, marketing activity, or your own name. This list will change from time to time as new marketing activities are undertaken.
[[Image:Man4.png]]
* The top fields are all company related, but only the company name is required.
* The bottom set of fields are contact related, no fields are mandatory in this section.
* You can use the lookup icons to access additional information about the lead company or contact.
[[Image:Man5.png]]
5. Create the following Lead:
[[Image:Man6.png]]
6. Click the '''Save''' button.
[[Image:Man7.png]]
* The lead is saved but still editable.
* The '''Convert to Company''' button has been added to the page. You will use this button later when you have a well-qualified lead.
[[Image:Man8.png]]
* The '''Notes''' section is also enabled.
  [[Category:System Management]][[Category:View It]][[Category:Sales Tracking]]
Emmy Fu
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Retrieved from ‘https://wiki.smartsimple.com/wiki/Special:MobileDiff/34585’

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