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Related FAQ's
How to Add Lead in CRM?
On the Context Menu go to
Customer
Add Lead.
You will be redirected to Add page where you can see Tabs like
Details, Address, Contact Details, Status.
In "
Details
" Tab fill all the Mandatory fields like First Name, Last Name, Assigned User and save it.
In "
Address
" Tab fill all the mandatory fields like Address, City, Country and save.
In "
Contact Details
" Tab fill all the Mandatory Fields and save it.
In "
Status
" Tab fill all the Mandatory fields and save it.
Now the Lead is Created you can check in the grid (Context Menu>>Customer>Lead).
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