CiuisCRM
CiuisCRM
CiuisCRM
CiuisCRM

CiuisCRM Documentation

  1. Installation
    1. FAQs
    2. License & Updates
      1. Installing Licence
      2. Uninstall License
      3. OTA Updates
  2. Settings
    1. Company Settings
    2. Financial Settings
    3. Roles
    4. Document Series
    5. Localization and Time Setting
    6. Email Settings
    7. Customization
    8. Custom Fields
    9. Security
    10. Payments Settings
    11. Cron Job
    12. Database Backup
    13. System Settings
    14. Editor
  3. Master Data
    1. Customer Master
      1. Edit Customer
      2. Import/Export Customers
    2. Product Master
      1. Edit Product
      2. Import/Export Product
    3. Staff Master
      1. Edit Staff
    4. Vendor Master
      1. Edit Vendors
    5. Lead Master
      1. Online Web Leads
  4. Functions
    1. Sales functions
      1. Proposal
      2. Orders
      3. Invoices
        1. Recurring Invoice
    2. Financial Functions
      1. Accounts
      2. Expenses
        1. Recurring Expense
      3. Deposits
        1. Recurring Deposits
    3. Purchase Order
      1. Recurring Purchase Order
    4. Support Ticketing
    5. Timesheets
    6. Projects
    7. Tasks
    8. Email Templates
    9. Calender
  5. Customer/Client Area
    1. Client-Invoices
    2. Client-Projects
    3. Client-Proposals
    4. Client-Quotations
    5. Client-Tickets
  6. Tax Consultant
    1. Tax Consultant Functions

3.5.How to create a Lead? #

Create Lead:

1. Lead can be found under Sales in the main menu.

2. To add a new lead, click on the  icon.

3. Enter the Lead Information, select the lead status and click “Create”.

4. Click on the Kanban icon  to display leads based on their status.

5.  For more options like importing and exporting leads click on the  icon .

Last updated on July 1, 2019
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