- 1
Open Leads
Go to CRM → Leads (/crm/leads), then click 'Add Lead'.
Tips- You have permissions to manage leads assigned to you or your branch
- 2
Enter lead details
Complete the lead form.
What to enter
Field Type Description Example Full Name* text Lead's full name Anita Sharma Email* email Lead email address anita@example.com Phone* tel 10-digit phone (digits only) 9876543210 Source select Lead source Website / Referral Status select Current pipeline status New / Contacted / Qualified Service Category select Category of interest — Service Master select Specific service of interest — Assigned Employee select Owner responsible for the lead — Tips- Add an initial activity note to record the first touchpoint
- 3
Follow up and update status
Open the lead to log notes and move it through the pipeline (Contacted → Qualified → Converted).
Tips- Convert a qualified lead into a Quotation or Service Order