Create New Customer Lead

Interactive Tour: 

Create a New Customer Lead

Guide: Create New Customer Lead (26 Steps)

Step 1: Click 'Customer Management'

Step 2: Click 'Sales'

Step 3: Click 'Leads'

Step 4: Navigate to 'My Draft' Listing

Step 5: Navigate to and click the 'New' button to create a new Entry

Step 6: Choose 'Sources of Leads'

Step 7: Insert 'Company Name'

Step 8: Insert 'Full Address'

Step 9: Insert 'City'

Step 10: Insert 'Postcode'

Step 11: Choose 'State'

Step 12: Insert 'Phone number'

Step 13: Insert 'Phone number 2,3,4,5' (if any)

Step 14: Insert 'Extension number' (if any)

The extension number should be inserted if available; otherwise, this section may be left blank.

Step 15: Enter 'Fax' number

Step 16: Enter second Fax number (if any)

Step 17: Insert 'Website' URL

Step 18: Enter 'Officer Name'

Step 19: Insert 'Mobile' number

Step 20: Insert 'Email'

Step 21: Enter the second and third Officer Name (if any)

Step 22: Insert the second and third Email (if any)

Step 23: Insert Products

Insert the products produced by the company.

Step 24: Upload Attachments (if any)

Step 25: Insert Note (if any)

Step 26: Click 'OK' to confirm the creation of the New Entry