Create a new leads to SLP
To add a new lead, follow the steps below:
From the modules menu, click Sales Leads.
Click on the New Lead icon.
Add the lead's details.
Assign the lead to a contact:
By Select Contact, click on the search contact
icon.In the seach bar, write the contact's details then click the search
icon.Click the Add and Use
icon by the relevant contact.
By the brand dropdown, select the relevant brand.
By the location dropdown, select the relevant location.
By the sub category dropdown, select the relevant sub category.
By the sub Source dropdown, select the relevant source, and then sub source if required.
By the Company dropdown, select the relevant company.
If you've already contacted the lead, select Contact made, then from the Contact Type dropdown, select the relevant option:
Successful.
Unsuccessful.
No Sales.
Incoming.
By the Status dropdown, select the relevant status. The dropdown will display the statuses you've setup.
By the Priority dropdown, select the relevant priority:
No Priority
Hot Lead
Warm Lead
Cold Lead
All Priorities
By Add your notes, you can write any notes you wish to keep on this lead.
Select Claim Lead, to assign this lead to yourself after its creation.
Click Create Lead.
Once created, the lead creation tab will be closed and you'll have your new lead added to the exisiting leads list on your view.