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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 10:50] 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 | ||
| + | - Last Name | ||
| + | - Primary Phone (if any) | ||
| + | - Company (if any) | ||
| + | - Title (Mr, Mrs, Ms, Dr – if there are any doubts) | ||
| + | - Primary Email | ||
| + | - Website (if any) | ||
| + | - Annual Revenue (if over $100 mln) | ||
| + | - Assigned To (choose from Users)\\ | ||
| + | - 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_im4.png?400|}} | ||
| - | o First Name // | ||
| - | o Last Name// | ||
| - | o Primary Phone (if any)// | ||
| - | o Company (if any)// | ||
| - | o Title (Mr, Mrs, Ms, Dr – if there are any doubts)// | ||
| - | o Primary Email// | ||
| - | o Website (if any)// | ||
| - | o Annual Revenue (if over $100 mln)// | ||
| - | o 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) | ||
| - | o Assigned To (choose from Users) | ||
| - | o Description (if any) | ||
| - | {{: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.1550832639.txt.gz · Last modified: 2019/02/22 10:50 by vr
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