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vtiger:vtiger_leads
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| Both sides previous revision Previous revision Next revision | Previous revision | ||
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vtiger:vtiger_leads [2019/02/22 14:20] admin |
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|}} | ||
| Line 24: | Line 24: | ||
| - Website (if any) | - Website (if any) | ||
| - Annual Revenue (if over $100 mln) | - Annual Revenue (if over $100 mln) | ||
| - | - Lead Status\\ | ||
| - | * Lost Lead (someone you have talked or worked with and he refused to work further)\\ | ||
| - | * Junk Lead (someone who we are not interested to work with or spam)\\ | ||
| - | * Hot (who sent us some files for request, got an offer and we are waiting for an approval)\\ | ||
| - | * Contacted (someone whom you have sent an offer and are waiting for a reply)\\ | ||
| - | * Contact in future\\ | ||
| - | * Cold (someone who you are going to send an offer to)\\ | ||
| - | * Warm (who is interested in collaboration)\\ | ||
| - Assigned To (choose from Users)\\ | - Assigned To (choose from Users)\\ | ||
| - Description (if any)\\ | - Description (if any)\\ | ||
| - | + | - **Lead Status**\\ | |
| + | * **Lost Lead** (someone you have talked or worked with and he refused to work further)\\ | ||
| + | * **Junk Lead** (someone who we are not interested to work with or spam)\\ | ||
| + | * **Hot** (whom you have sent an offer and are waiting for a reply or an an approval, who is interested in collaboration)\\ | ||
| + | * **Contacted** (someone who we have ever contacted to)\\ | ||
| + | * **Contact in future**\\ | ||
| + | * **Cold** (someone who you are going to send an offer to)\\ | ||
| + | * **Warm** (who is interested in collaboration)\\ | ||
| + | | ||
| \\ | \\ | ||
| {{:vtiger:leads_im3.png?400|}} | {{:vtiger:leads_im3.png?400|}} | ||
| {{:vtiger:leads_im4.png?400|}} | {{:vtiger:leads_im4.png?400|}} | ||
| - | - Click “save” | + | |
| + | * Address (**country** obligatory, other details, if there are in signature) | ||
| + | |||
| + | * Click “save” | ||
vtiger/vtiger_leads.1550845243.txt.gz · Last modified: 2019/02/22 14:20 by admin
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