Lead Creation

Lead

A lead is someone who has shown interest in your product or service but hasn't become a customer yet. It could be someone who filled out a form on your website, someone you met at an event, or a referral from an existing customer. The lead stage is where you figure out if they're worth pursuing further.

How to Access Lead in CRM Module 

1. Click on The FCRM Module 
2. Click on CRM Portal Page

Once it opens click on lead and click on the create button 

Fill in the following fields and Click on Create Button at the bottom

1. Name 
2. Mobile Number
3. ID Number
4. Status as shown below

Once Done the lead will be created successfully and you can view them under leads successfully