Lead Registration
— Open the 'CRM' section and select the 'Leads' directory. — Click 'Create' and fill in the information about the new lead. — Attach files and assign the lead status. — Save changes and continue working with the lead.
Создание лида
- 1
Open the 'CRM' section
Find the navigation panel and select the 'CRM' section. The customer management interface will then open.
- 2
Open the 'Leads' directory
In the 'CRM' section, find and select the 'Leads' directory. A list of registered leads will open.
- 3
Create a new lead
Click the 'Create' button in the 'Leads' directory. A form for entering data about the new lead will appear.
- 4
Fill in the lead information
Enter the name, addresses, phone numbers, and contacts of the potential client. After filling in the data, click 'Save'.
- 5
Attach files to the lead card
In the lead card, find the section for attaching files. Select the files and confirm the upload.
- 6
Stuck halfway?
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