Manage Lead

The Update Popup or screen is displayed

To Update Lead Information

• Click on Update button

• Make changes to the lead information and Click Save

To add new Event

• Scroll to the bottom of the popup or page

• Click on + sign present in the header of Planned Events box to open Create Event popup

• You can add event as

  • Lead Sales Activity

  • Lead Task

  • Note

• To add new Event

  • Click Lead Sales Activity button

  • Enter the necessary information and click Save

• To add new Lead Task

  • Click Lead Task button

  • Enter the necessary information

  • Enter the Deadline

  • Click Save

• To add new Note

  • Click Note button

  • Enter necessary information and click Save

You can also create Notes by clicking + sign present in the Notes Box on Update popup

• To create a Note

  • Click + sign present on the top section of Notes box

  • A New Note popup is displayed

  • Enter necessary information and click Save

The Lead detailed screen is displayed with basic information about the lead

To update the Lead

• Click See more details button

• Scroll to the bottom of the screen and click Update button

The screen displays three sections Planned Events, History and Notes to show existing events, history information and Notes information

To add new Event

• Click Add new sales activity button present under Planned events

• A New Sales Activity screen is displayed

• Enter the necessary information

• Enter Date and Time to plan the event

• click Save

To add Add new Task

• Click Add new Task button present under Planned events

• A New Lead Task screen is displayed

• Enter the necessary information

• Enter Deadline

• click Save

To Add new Note

• Click Add new Note present under Notes section

• A new Note screen is displayed

• Enter the necessary information and click Save