A Contact is a basic information captured in the LeadX platform. A Contact in LeadX contains basic information about the Contact - Company and Contact person.
You can capture the following information while capturing the Contact information.
Parameter | Description | Role Access | |
|---|---|---|---|
Company Name * | Name of the Company
| Lite/ Basic/ Professional/ Manager | |
Company Registration Number | The Registration number of Company if available | Lite/ Basic/ Professional/ Manager | |
Office Address line 1 | Address information of the Company | Lite/ Basic/ Professional/ Manager | |
Office Address line 2 | Address information of the company | Lite/ Basic/ Professional/ Manager | |
Zip/Postal Address | Zipcode or Postal Address information of the company | Lite/ Basic/ Professional/ Manager | |
Country registered | Name of the Country in which the Company registered | Lite/ Basic/ Professional/ Manager | |
State | State information if available | Lite/ Basic/ Professional/ Manager | |
City | City information if available | Lite/ Basic/ Professional/ Manager | |
Website | Website URL of the company | Lite/ Basic/ Professional/ Manager | |
Code | International dial Code | Lite/ Basic/ Professional/ Manager | |
Phone Number | Phone number of the Company | Lite/ Basic/ Professional/ Manager | |
Email Address | Email address of the company | Lite/ Basic/ Professional/ Manager | |
Contact Person | Name of the Contact Person | Lite/ Basic/ Professional/ Manager | |
Note | Additional Information to be provided regarding the company | Lite/ Basic/ Professional/ Manager |
The Contact - Company Parameters will accessible to Lite user only when if Manager user or Organization want to access the Contacts to Lite user. |
Parameter | Description | Role Access | |
|---|---|---|---|
Company * | Name of the Company
| Lite/ Basic/ Professional/ Manager | |
Prefix | Select Prefix from the drop-down | Lite/ Basic/ Professional/ Manager | |
First Name * | First name of the Contact person | Lite/ Basic/ Professional/ Manager | |
Middle Name | Middle name of the contact person | Lite/ Basic/ Professional/ Manager | |
Last Name | Last name of the contact person | Lite/ Basic/ Professional/ Manager | |
Title | Title information of the contact person e.g. Manager, CEO, CTO etc. | Lite/ Basic/ Professional/ Manager | |
Email Address | Email address of the contact person | Lite/ Basic/ Professional/ Manager | |
Code | International dial Code | Lite/ Basic/ Professional/ Manager | |
Phone Number | Phone number of the Company | Lite/ Basic/ Professional/ Manager | |
Address line 1 | Address information of the contact person | Lite/ Basic/ Professional/ Manager | |
Address line 2 | Address information of the contact person | Lite/ Basic/ Professional/ Manager | |
State | State information if available | Lite/ Basic/ Professional/ Manager | |
City | City information if available | Lite/ Basic/ Professional/ Manager | |
Zip/Postal Address | Zipcode or Postal Address information of the contact person | Lite/ Basic/ Professional/ Manager | |
Note | Additional Information to be provided regarding contact person | Lite/ Basic/ Professional/ Manager |
* Mandatory Information The Contact - Person Parameters will accessible to Lite user only when if Manager user or Organization want to access the Contacts to Lite user. |
In LeadX platform Contact can be created:
While creating a Lead
Using Create Contact button provided in the Header section of Web
Using Create Contact button provided in popup displayed after clicking + sign present in the header of Screen in Mobile App
To create Contact while creating a New Lead or updating a Lead
Login to LeadX web application or Mobile App using valid User Credentials
To generate lead
In Web
Click on Create new lead button provided in the Header section to open New Lead Popup
In Mobile
Click on + sign provided in the header section
A Popup is opened, click on Lead button to open New Lead Screen
Enter the necessary information
Enter the first few letters of the Company name
If the Company name is present in the LeadX database then
The list of similar company names are displayed and you can select any existing company
Else, if and Brreg integration is enabled then LeadX will display a list of companies with a similar name by pulling information from Brreg
User can select the company from LeadX database or information pulled from Brreg
If User selects the company pulled from Brreg then LeadX will create a new Company in LeadX database using the information received from Brreg
If User doesn't select and company from the list and presses Enter, then a new company with the name entered in the company box is created in LeadX and associated with the Lead
Enter Contact Person name in the contact person text box
If the Contact is present then it will be displayed in the dropdown and you can select the Contact person
If you don’t select the Contact person and press enter then LeadX will create a new Contact Person and associate it with Company and Lead
Click Save to Save Lead and Contact Company, Person information
To create Contact using Create new Contact - Company feature
Login to LeadX web application or Mobile App using valid User Credentials
To create Contact
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To create Contact using Create new Contact - Person feature
Login to LeadX web application or Mobile App using valid User Credentials
To create Contact
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