Help and Support - Lead

1.For Lead create You can click on menu Option.
2.Select Lead option Show you can see Lead list Screen.
3.For Lead create click on + button after you can see lead create screen
1.Client Name: You have to select from Master.
2.Add New Client: Click on + Button. And you can see client master form, You have to fill all mandatory filed after you can click on Save button. Your client add in client master.
3. Lead Name: add Lead name.
4. Brand : Select brand from list.
5.Category: Open category Window
6. Lead Stage : Select Lead stage
7.Owner: Select Lead Owner
8. Assigned To : Select Assignee whom handle this lead (You can not select any assignee lead auto self assign to you.
9.Priority: Select priority Lead wise (Hot, Warm, cold)
10.Sales Source Reference: Select lead source from where to got. And this option come from master so you can change this option to ask admin person.
11.Description : You can add any remark or any extra information to add in description.
12. Lead Type :Select lead type from Option (Buy, Sell)
13. Lead Item : Click on lead item open new window
14.Save: Once added all information click on save Button
(Note: Click On hyperlink filed you can directly go to more information slide related this filed.)
1.You can click on Category and Select , and click on sub category and select, After you can click on Add
2.You can see your added category below (Multiple category add in lead once you)
3.Once you can add all category in this screen Click On Submit Button
1.Select Lead stage This stage added from master
1. Select Priority as per Lead
1.Sales Source Reference Screen This add from master
1.After You can select Category, Stage, Priority And Sale Source reference you can see this screen
1.Once you click on Lead Item you can see below screen
2.Click on Item you can see item list select item and click on ADD Button (You can add multiple item )
3.Once you can add all item you can click on submit button
4.After submit you can see lead form
5.Once you add all information click on Save button
1.Once you can Click On Save button you see your lead in lead list
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