New Lead

New lead can be added by clicking on option in the left panel of the lead listing page or by clicking on tab in the upper right corner of the lead listing page. Detailed information of the lead can be added through six different tabs (general, address, sales process other, social links and tags) which have their own corresponding fields.

• You need to fill in the first name of the lead (which is optional.)
• You can select the type of lead from the drop down menu.
• You can select the Lead source.
• The Lead automatically gets assigned to the person who has created it. To change this, click on the text box and type. An auto-suggestion list of users will appear from which you can select names by ticking the check boxes. One Lead can be assigned to multiple users.
• You can state from which industry the lead is related to.
• You can enter multiple Phone Types and numbers by clicking on the link. You can also choose any one of the phone numbers as primary.
• You can enter multiple Email addresses by clicking on the link. You can also choose any one of the Email addresses as primary.
• Last name of the lead is a mandatory field to be filled.
• You need to fill in the lead-related account name here.
• You can set the lead status from the drop down menu.
• You can set the lead score depending on its importance to the company.

Address Tab
Multiple addresses of the lead can be added from the Address tab.

Sales Process
You can view the sales process of the lead under this tab.

• Name of the sales process.
• You can update the sales process by clicking on the check boxes beside the several tasks.
• You can click on tab to update the changes made to the sales process.

Other
Other details of a lead such as Referred By, Department, Birth date, Website, Description, Title and Lead Image can be added through Other tab.

Social Links
Multiple Social Links of the lead can be added from the Social Links Drop down.

Goal
It is an example of a customized field. ConvergeHub users can add new fields to the CRM (such as Goals) depending on their requirement.