How to Add Leads in CRM (925 worksuite ERP)

Overview

This guide explains how to add a new lead in the CRM module. Creating leads allows sales teams to track potential customers, manage opportunities, and organize sales activities efficiently.

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Steps

1. Navigate to CRM → Leads.
2. Click Add Lead.
3. Enter the lead’s basic information:
   • Lead Name
   • Lead Email
4. Fill in the required lead details.
5. Click Add to create the lead.
6. Close the confirmation window.
7. Enter the Lead Value.
8. Click Yes to confirm.
9. Select the lead status and choose a product.
10. Add notes if needed.
11. Open Company Details.
12. Enter company information:
    • Company Name
    • Website
    • Mobile Number
    • Office Phone Number
13. Provide location details:
    • State
    • City
    • Postal Code
    • Address
14. Enter additional contact details if required.
15. Click Save.

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Expected Result

The new lead will be successfully saved and displayed in the CRM Leads list for tracking and follow-up.

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Common Errors

• Required fields not completed
• Invalid email format
• Lead not saved before closing the window
• Missing company or contact information

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FAQs

Can I edit a lead after creating it?
Yes, leads can be edited from the Leads list.

Is email mandatory when adding a lead?
Yes, valid contact information is required for proper tracking.

Can I assign products while creating a lead?
Yes, products can be selected during lead creation.

Why is my lead not saving?
Ensure all required fields are completed before clicking Save.