Create a New Lead
1. On the Codejig ERP Main menu, click CRM and than Leads.
- General area
- Tabs section
3. In the General area, you enter title and contact name of the lead, name of the company that lead belongs to, a source of gaining the contact with the lead and his status. Here you may assign your company employee responsible for communications with the lead.
4. Under the Activities tab, you may create the list of tasks for your employees that require some kind of interaction with the lead.
5. Under the Contacts tab, you may add any contact information for the lead that you possess. That may include a phone number, e-mail, Skype, website or physical address.
6. Under the Other tab, you may add the information about the lead`s company, that is its annual revenue, number of employees and any additional notes or attachments.
Lead: General Area
Lead: Tabs Section