Add and follow up a lead

Before you start

• The CRM app installed on the channel.

Steps

1. Open Leads

   In the channel, open Leads. Unread leads are shown in bold with a dot, and Unread lists only those.

2. Add a lead

   Choose Add Lead. Only Full name, Email and Phone are required; add the Source, what they are Interested in, Tags and a Description if you know them. Choose Create lead.

3. Open it

   Choose the lead to see Lead Details. Opening it marks it as read.

4. Set the status

   Change STATUS as things move on, for example from New to Interested, Meeting Booked and Converted, or to Lost or Spam.

5. Keep notes and reminders

   On the right, use Notes to write what was said and choose Add. Use Reminder to set a title and time, then Add.

6. Book them in

   Choose Add Date next to MEETING TIME to create a booking in the calendar.

Tips

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