Tutorial CRM - Getting Started, New Lead

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A new Lead has a minimum field requirement for; lead name and contact info. The other fields are set to default values.


New Lead

Description

Fill in the Lead name.


Lead Source

Description

Select the Lead Source.


Lead Type

Description

Select the Lead Type, usually "New Business".


Lead Stage

Description

Select the Lead Stage, usually for a newly created leads this is "New".


Campaign (Optional)

Description

Select the Campaign from where the Lead has originated. This is optional.


Assigned User

Description

Select the team member responsible for closing lead.


Contact Information

Description

Fill in the Contact Information.