If you want to create leads for your business, you need to follow these steps: #
– Go to CRM and click on the Leads tab.
– Click on the Add button to create a new lead.
– You will see a pop-up window that looks similar to the one for adding a new contact, but with two extra fields: source and lifecycle stage.
– Source is where you can select how you found the lead, such as through a referral, an email campaign, or a social media post.
– Lifecycle stage is where you can indicate how ready the lead is to buy from you, such as subscriber, lead, marketing qualified lead, sales qualified lead, or customer.
– You can also enter up to three contact details for the lead, such as phone number, email address, or website.
– Click on Save to add the lead to your CRM.
Here are some screenshots to help you understand the process better:
