Prospective customers (Leads)

An inquiry is a potential customer or prospective buyer. Creating an inquiry in CRM is the first step in the sales process. Inquiry records are used to store all known information about a given inquiry, including the company name, address, contact details, and current position in the sales funnel.

Create a lead

Step 1:
Log in to the Administration interface, then click on Prospects >> Create Lead .

Step 2: Fill in the information below.

• Title – Enter the title of the person interested.

• Description – Enter a description for the prospect.

• Lead Value – Enter the expected value of the lead.

• Source – Select the source through which you contacted the customer (Email, Web, Web Form, Phone, Direct Contact).

• Type – Select the type of visitor.

• Sales Owner – Select the sales owner associated with the prospect.

• Expected Close Date – Enter the date on which the inquiry is expected to be closed.

Step 3: Now click on Contact Person details.

• Name – Enter the name of the contact person.

• Email – Enter the contact person's email address.

• Contact Number – Enter the contact person's phone number.

• Organization – Enter the name of the customer's organization/company.

Step 4: Now click on Product Details.

• Add product – Add the product item.

• Price – Enter the price of the product.

• Specify quantity – Specify the quantity of the product.

• Enter amount – Enter the total amount for the product.

Now click on the Save button.

The entire sales process (pipeline) has been created. You can add additional steps to the pipeline stages.