Adding new leads and adding their information to the already created list is necessary to update the database with the changing information of the organization.
A lead can be created by clicking on the “Add Lead” option on the top left corner of the Leads module. Clicking on it will take you to a pre-generated form, once the details are added to it a new lead is created.
The form asks for the following details:
1. SALUTATION: It allows to select the addressing salutation for individuals from Mr./ Mrs./ Ms.
2. CLIENT NAME: It takes the input of the name of the newly created member.
3. CLIENT EMAIL: It requires email details for all sorts of communication.
4. CHOOSE AGENTS: This section permits for the selection of the agents who are the organization’s employees who will be interacting with the leads of the organization. So, this way one can assign agents to every lead that is created. The fields are editable once the details are fed into it.
5. LEAD SOURCE: This keeps track of the sources from where the maximum engagement is being created for the organization.
6. LEAD CATEGORY: This permits the classification of the identified leads into categories depending on their received queries.
7. LEAD VALUE: Lead value is the expected charges that can be expected from the lead if they are converted as the client for the organization.
8. ADD FOLLOW UP: This section updates on whether a next conversation or discussion with the member is to be scheduled or not.
9. STATUS: This defines whether the specific lead’s working status is Pending, Confirmed or Overview. The three options are changeable depending on the discussions done with the lead.
10. NOTE: This records any important point that the lead has mentioned in their requirements which should be taken care of while any conversation.
11. COMPANY NAME: For instance, when the client belongs to an organization or a company these details are required. So, this section records the data of the organization the work is being done for.
12. WEBSITE: Records the link for the official website of the organization in case a brief overview is ever needed.
13. MOBILE: Individual contact details for any kind of urgent communication.
14. OFFICE PHONE NUMBER: Phone numbers collected in the database for communication purposes.
15. COUNTRY: The location (country) of the organization one is working with should be known.
16. STATE: It records the location (state) where the organization is based.
17. CITY: It records the location (city) where the organization is based.
18. POSTAL CODE: It records the detailed location by recording the postal code for the organization.
19. ADDRESS: This is to collect the complete address for the company for any future reasons where it might be of some use to the recording organization.
