1.1. Lead Contact

• Go to Leads → Primary Contact tab → Manage the primary contact information of leads

• You can View / Edit / Delete contact information

Add Lead Contact:

• Step 1: Select Add Lead Contact

• Step 2: Enter information: Select title, enter name, email

• Select lead source (if not available, you can quickly add a new one), select added by - Lead owner

• Step 3: Check to create / not create a deal

• If creating a deal:

  • Enter deal name

  • Select sales pipeline (stages of deal processing from lead creation to deal closing)

  • Select deal stage

• Enter deal value

• Deal deadline

• Select deal category (if not available, can quickly add new)

• Select salesperson

• Deal products with customer

• Assign tracking employee

• Step 4: Enter lead company information if available

• Step 5: Select Save or Save and Add More to continue creating contacts

• Select Edit Lead Form to customize displayed information fields

• Toggle on/off display of information fields as needed

• You can Import / Export Excel files for leads

• You can search or filter by time, customer/lead type

• Select advanced filter by Date, lead source, owner, added by