Create Lead

Owned by Devendra
Last updated: Sept 07, 2021 by Stuart Glover (Unlicensed)
3 min read

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