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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 10:49] vr |
vtiger:vtiger_leads [2019/05/14 10:51] (current) 5.16.117.206 |
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| 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:** |
| - | o First Name // | + | - First Name |
| - | o Last Name// | + | - Last Name |
| - | o Primary Phone (if any)// | + | - Primary Phone (if any) |
| - | o Company (if any)// | + | - Company (if any) |
| - | o Title (Mr, Mrs, Ms, Dr – if there are any doubts)// | + | - Title (Mr, Mrs, Ms, Dr – if there are any doubts) |
| - | o Primary Email// | + | - Primary Email |
| - | o Website (if any)// | + | - Website (if any) |
| - | o Annual Revenue (if over $100 mln)// | + | - Annual Revenue (if over $100 mln) |
| - | o 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**\\ |
| - | o Assigned To (choose from Users) | + | * **Cold** (someone who you are going to send an offer to)\\ |
| - | o Description (if any) | + | * **Warm** (who is interested in collaboration)\\ |
| + | |||
| + | \\ | ||
| + | {{:vtiger:leads_im3.png?400|}} | ||
| + | {{:vtiger:leads_im4.png?400|}} | ||
| - | {{:vtiger:leads_im3.png?400|}}// | ||
| + | * Address (**country** obligatory, other details, if there are in signature) | ||
| - | {{:vtiger:leads_im4.png?400|}}// | + | * Click “save” |
| - | + | ||
| - | + | ||
| - | + | ||
| - | - Click “save” | + | |
vtiger/vtiger_leads.1550832589.txt.gz · Last modified: 2019/02/22 10:49 by vr
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