¶ 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.
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Full name - name and surname of the lead;
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Pipeline status - status of the lead (stage in the process);
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Owner - administrator that will be responsible for the lead;
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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
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Source - where/what/how the lead obtained/received/gained interest or information about your company;
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Partner - partner the lead will belong to in the list of partners;
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Location - location the lead will belong to in the list of locations;
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City, Street, ZIP Code - physical address fields of the lead;
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Geo data - physical coordinates of the lead address;
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Score – score the lead based on popularity;
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Billing type – select the lead's billing type (Recurring or Prepaid);
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Date added – the date when the lead was added to Splynx;
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Billing email – specify the lead's billing email;
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State/Province - select a state or province preconfigured under Config → Main → Localization (State/Province).
Individuals interested in signing up for a subscription can also be directed to the Customer portal, where they can register using a form that collects the necessary contact details.
