How to Create a Lead?
ConvertLead > Left-Hand Menu > Leads
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Follow the above-mentioned workflow to land on the Leads screen.
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To create a new lead, click the
button next to the search bar at the top-right corner of the screen.
Figure 64 Create Lead
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This opens the Create Lead window.
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Here, enter the name of the person who has come as a lead using the Full Name field.
Figure 65 Full Name
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Select the status of the lead using the Status dropdown.
Figure 66 Status Dropdown
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Enter the email address of the lead using the Email Address field.
Figure 67 Email Address
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Select the company for which you are creating the lead using the Company dropdown. If you are logged in with a company account, the name of your company is auto-populated in this dropdown.
Figure 68 Company Dropdown
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Enter the contact number for the lead in the Phone Number field.
Figure 69 Phone Number
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Select the campaign type for this lead using the Campaign dropdown.
Figure 70 Campaign
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Enter the brief description about the lead using the Description text box.
Figure 71 Description
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Select the integration you want to associate to this lead using the Integrations dropdown.
Figure 72 Integration
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Select the agent(s) you want to assign to this lead using the Agents dropdown.
Figure 73 Agents
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Once all the selections are made, click the
button. Doing so creates the lead and displays it on the Leads screen.
Figure 74 Save Button