Steps to add a Lead:
To add a Lead or a Prospect to Toolsoncloud CRM, Follow these
steps
- Login to Toolsoncloud Sales CRM
- Navigate to Lead Management page. Here, you can find all
your Leads already added in your CRM.
- Click on "Add Lead" button on top right corner. A Dialog
box will show up.
- Enter Title for the Lead, Enter the current status of the
Lead whether it is currently Cold, Warm, Hot or Qualified,
Disqualified or Un-subscribed, etc.
- Enter the source of the Lead. For e.g. It could be from a
Trade Conference, Social Media, Referral or Website Contact page,
Newsletter subscriber, etc.
- Enter the estimated value of the deal in case you are able
able to qualify the lead and convert it to a winning deal.
- After entering all the necessary details, Click on "Add
Lead" button in the Dialog box.
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