Creating new leads - for lead acceptors

You can create leads for yourself or for your company.

1.To create a new lead, click on the + sign in the left sidebar.

2. Enter the information on the lead

4. Click on Save lead

When you have filled in all the information click on Save lead on the top right hand corner.

You can add more individual fields. Read how in the next paragraph "Further processing options".

Further processing options

Change the order of the fields

You can change the order of the fields by clicking and dragging via the three stripes.

Add fields

a) Click on Add field

You can add a field in either of the sections "prospect" or "interest", depending where the information fits best.

Note: New fields are individual and only avaliable for the lead you are currently working on.

b) Put in the name and type of the field

The type of a field determines what kind of data it is meant for (adress, email, phone number, etc.)

Once you are done, click on the green tick to save the field.

Note: if you click on "x" your changes will not be saved.