Create Lead
A Lead can be created by a LITE, Basic, Professional and Manager Users.
Non-Sales Licences
LITE & Basic Users are classified as non-sales licences and therefore have a different process & access to sales licences
(Professional & Manager)
Every Lead created by a non-sales licence is automatically sent to in the Managers Pipeline, using the Lead Handover Feature, waiting to be reviewed, accepted and assigned.
What is Lead Handover
After creating a Lead hit the Handover to sales button to make the lead available for the Sales Team.
The handed over lead is saved in the New stage and gets displayed in the My Pipeline of the Manager User for further process.
Generate Lead: LITE & Basic User
Login to LeadX web application or Mobile App using valid User Credentials
Web / Desktop
Click on Create new lead button provided in the Header section to open New Lead Popup
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 or select contact company and contact person information
Upload documents or photos if required
If you are using Web Popup then only Browse button is displayed to select and upload documents
If you are using Mobile App then Capture button and Browse button are displayed to user to select documents as well as capture photos using Mobile Camera.
Save Lead
Without clicking Handover to sales? button
If you save the lead without clicking handover to sales button then the lead will remain in your My Pipeline and the Stage of the Lead will be New
Click Handover to sales? and then Save the Lead
If you save the lead by clicking Handover to sales? button then the lead will be saved and made available to the Manager user for further action
Once the Lead is saved successfully, it will be available in your user’s My Pipeline, however, if User has saved Lead with Handover to sales? button clicked, then the user cannot further update the lead.
You can follow the journey of your lead through My Pipeline Feature.
sales licences
Manager & Professional Users have more advanced Sales fields to input lead information, they can also update and assign leads.
Generate Lead: Professional & Manager User
Login to LeadX web application or Mobile App using valid User Credentials
Web / Desktop
Click on Create new lead button provided in the Header section to open New Lead Popup
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 or select contact company and contact person information
Upload documents or photos if required
If you are using Web Popup then only Browse button is displayed to select and upload documents
If you are using Mobile App then Capture button and Browse button is displayed to user to select documents as well as capture photos using Mobile Camera.
Assign lead to Self or other user before saving the Lead
Select the Stage of the Lead by clicking Next or Prev button
Select the Sub-Stage of the Lead if required,
You can select either Won, Closed or Parked
Save the Lead
Once the Lead is saved successfully, it will be available in Sales user’s My Pipeline and displays the appropriate Stage of the Lead
Know more about Creating Contact Company and Contact person