Alchemy Translations

This is an old revision of the document!

---

Leads

Leads are our potential clients.

How to add a lead?

- Menu: Marketing > Leads

- Add Lead

Fill in the following fields:

1. First Name
2. Last Name
3. Primary Phone (if any)
4. Company (if any)
5. Title (Mr, Mrs, Ms, Dr – if there are any doubts)
6. Primary Email
7. Website (if any)
8. Annual Revenue (if over $100 mln)
9. 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)
  

1. Assigned To (choose from Users)
   
2. Description (if any)
   

- Click “save”