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Version: 1.3.2

Leads

A lead is a query from a potential customer regarding their interest in your product or service. They leave their contact information by creating a request, ordering a call or specifying their email on the feedback form. After recieveing a lead from a potential customer, the agent studies the information and analizes under which conditions the lead can be satisfied. With all information given and added to the Lead form, the agent creates an opportunity.

Leads can be added automatically using the REST API (for example, when the potential customers fill in the form on the site or send an email), manually by the partner company employees on the partner portal, or you can create them manually via the agent interface.

tip

Role required: crm_marketeer, crm_admin, crm_sales, crm_manager, crm_partner_supervisor.

To create a lead, complete the steps below:

  1. Navigate to CRM → Sales → Leads.
  2. Click New and fill in the fields.
  3. Click Save or Save and exit to apply the changes.

Lead form fields

FieldMandatoryDescription
NameYAdd the title of the lead.
Lead sourceY

Specify the lead source. Available options:

  • Self-generation
  • Email
  • Call
  • Chat
  • Vendor
  • Partner
  • Website form
  • Social media
Lead company nameNThe title of the interested company. The user who created a ticket fills in the field.
Company nameY

Specify the title of the company that showed interest. The employee who processes a request fills in the field. If the company with such a name already exists in the system, you will see an error as you attempt to save the record. In this case, check the accuracy of the entered data, or clear the New company checkbox and select an existing company from the list.

The field is only available if the Existing company field is empty.

Company websiteY

Specify the URL to the website of the company that showed interest. If the company with such a website already exists in the system, you will see an error as you attempt to save the record. In this case, check the accuracy of the entered data, or clear the New company checkbox and select an existing company from the list.

The field is only available if the Existing company field is empty.

Company TINY

Specify the company's TIN. The value must contain 9, 10 or 12 digits. If the company with such a TIN already exists in the system, you will see an error as you attempt to save the record. In this case, check the accuracy of the entered data, or clear the New company checkbox and select an existing company from the list.

The field is only available if the Existing company field is empty.

New companyNSelect the checkbox if the lead is added for the company that is not added to the system.
Existing companyY

Select the company for which the lead is added. The field is filled in by the employee processing the request.

The field is only available if the checkbox New company is not selected.

Marketing campaignNSpecify the marketing campaign that attracted the lead.
Sales directionYSpecify the sales direction to which the lead is related.
Service/ProductNSpecify the service or product that interested the lead.
New contactNSelect the checkbox if the lead came from a contact that is not added to the list.
First nameY

Specify the first name of the contact.

The field is only available if the New contact checkbox is selected.

Last nameY

Specify the last name of the contact.

The field is only available if the New contact checkbox is selected.

Middle nameN

Specify the middle name of the contact.

The field is only available if the New contact checkbox is selected.

Contact phone numberN

Specify the phone number of the contact.

The field is only available if the New contact checkbox is selected.

Contact emailN

Specify the email of the contact.

The field is only available if the New contact checkbox is selected.

Existing contactY

Specify the existing contact which the lead is related to.

The field is only available if the New contact checkbox is cleared.

If the Existing company is specified, you can only select its contacts.

Job titleNSpecify the contact job position in their company.
Customer requirementsNAdd a description of customer's demands.
OwnerNSpecify the employee responsible for the lead. You can specify only an active user.
Location (city)NSpecify the city where the lead company is located.
Partner representativeNSpecify an employee who represents the partner company that joins the work on the lead.
Partner companyNSpecify a partner company to join the work on the lead.
Content distribution channelNSpecify the content distribution channel the lead came from.

The record contains the following related lists: