ΒΆ Adding a new lead
Our first step is to Add a new lead - here we will specify all the details pertaining to the prospective customer (Owner, Pipeline Status, Source, etc.). The information added here will also be used when converting a lead to a customer.
Full name - name and surname of the lead;
Pipeline status - status of the lead (stage in the process);
Owner - administrator that will be responsible for the lead;
Phone number - contact number(s) of the lead, multiple numbers supported and separated by comma , sign;
Email - email address(es) of the lead, multiple addresses supported and separated by comma ,sign;
Source - where/what/how the lead obtained/received/gained interest or information about your company;
Partner - partner the lead will belong to in the list of partners;
Location - location the lead will belong to in the list of locations;
Persons interested in signing up for a subscription can also be referred to the customer portal where, they can sign up by means of a registration form with relevant details required to contact them.
