CiuisCRM Documentation

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 .

 

Manage Columns:

1. By default, all the columns for the table are displayed. To manage the columns to be displayed, click on the “Filter Column” icon in the list view.

2. The list of columns will be displayed. Check the columns you want to be displayed. This option will be saved.

Last updated on October 14, 2019
Suggest Edit