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vtiger:vtiger_leads
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This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
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vtiger:vtiger_leads [2019/02/22 11:00] vr |
vtiger:vtiger_leads [2019/05/14 10:51] (current) 5.16.117.206 |
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| Line 5: | Line 5: | ||
| How to add a lead? | How to add a lead? | ||
| - | - Menu: Marketing > Leads | + | * Menu: Marketing > Leads |
| {{:vtiger:leads_im1.png?400|}} | {{:vtiger:leads_im1.png?400|}} | ||
| - | - Add Lead | + | * Add Lead |
| {{:vtiger:leads_im2.png?400|}} | {{:vtiger:leads_im2.png?400|}} | ||
| - | - Fill in the following fields:// | + | **Fill in the following fields:** |
| - | - First Name // | + | - First Name |
| - | - Last Name// | + | - Last Name |
| - | - Primary Phone (if any)// | + | - Primary Phone (if any) |
| - | - Company (if any)// | + | - Company (if any) |
| - | - Title (Mr, Mrs, Ms, Dr – if there are any doubts)// | + | - Title (Mr, Mrs, Ms, Dr – if there are any doubts) |
| - | - Primary Email// | + | - Primary Email |
| - | - Website (if any)// | + | - Website (if any) |
| - | - Annual Revenue (if over $100 mln)// | + | - Annual Revenue (if over $100 mln) |
| - | - Lead Status// | + | - Assigned To (choose from Users)\\ |
| - | - Lost Lead (someone you have talked or worked with and he refused to work further)// | + | - Description (if any)\\ |
| - | - Junk Lead (someone who we are not interested to work with or spam)// | + | - **Lead Status**\\ |
| - | - Hot (who sent us some files for request, got an offer and we are waiting for an approval)// | + | * **Lost Lead** (someone you have talked or worked with and he refused to work further)\\ |
| - | - Contacted (someone whom you have sent an offer and are waiting for a reply)// | + | * **Junk Lead** (someone who we are not interested to work with or spam)\\ |
| - | - Contact in future// | + | * **Hot** (whom you have sent an offer and are waiting for a reply or an an approval, who is interested in collaboration)\\ |
| - | - Cold (someone who you are going to send an offer to)// | + | * **Contacted** (someone who we have ever contacted to)\\ |
| - | - Warm (who is interested in collaboration)// | + | * **Contact in future**\\ |
| - | - Assigned To (choose from Users)// | + | * **Cold** (someone who you are going to send an offer to)\\ |
| - | - Description (if any)// | + | * **Warm** (who is interested in collaboration)\\ |
| + | | ||
| + | \\ | ||
| + | {{:vtiger:leads_im3.png?400|}} | ||
| + | {{:vtiger:leads_im4.png?400|}} | ||
| + | |||
| + | |||
| + | * Address (**country** obligatory, other details, if there are in signature) | ||
| + | |||
| + | * Click “save” | ||
vtiger/vtiger_leads.1550833233.txt.gz · Last modified: 2019/02/22 11:00 by vr
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