How to add a new lead?

To add a new lead, follow these steps:

• Navigate to "Lead Management" in the main navigation bar.

• Click on the "Leads" button under the Lead Management section.

• On the Leads page, locate and click the "Add Lead" button, which opens an "Add Lead" pop-up.

• In the "Add Lead" pop-up, fill in the necessary details

  • Personal details (first name, last name, mobile number, email, gender, source)

  • Residence details (Location, PIN code).

• Continue filling in additional details, like Lead Status:

  • "New": A lead just added, in the initial stage.

  • "Follow-Up": A lead needing further interaction or follow-up. 

    • If the "Follow-Up" option is Selected: provide the next follow-up date and time.

  • "Converted": A lead successfully transitioned into a client or customer.

  • "Not Converted": A lead that did not progress into a client at the current stage.

• Add any specific details or notes related to the lead's inquiry or expressed interests.

• Click the "Save" button to store the new lead information.

By following these steps, you ensure that the lead's information is accurately recorded and ready for further management.