Creating a Lead

To create a lead, click Add in the toolbar of the Leads page (fig. 1).

Fig. 1. Add button

On the opened page (fig. 2), fill in the required fields and click Save in the toolbar.

Fig. 2. Page for creating a lead

The page for creating a lead contains several units: About the Lead, Categories, Description, Contact, Address. The header of each unit is light-blue. Click on a unit header to expand or collapse it.

Filling in the fields

Some fields are filled in with values of objects. You can find CRM objects in Objects – CRM. The system administrator assigns access permissions to objects in Administration – Users – Access Settings – Objects. To learn more about objects, see the respective Help section.

Some of the fields are similar to the ones of the contractor creation form. To learn more, see the respective Help section. Note, that the fields marked with * are required.

These fields are unique for leads:

Source – information source, from which the lead learned about the company. The drop-down list allows selecting an instance of the Lead Source object.

About the Lead – a description of the lead.

After you fill in the fields and click Save, a lead is created and checked for duplicates in accordance with the scoring settings. This operation may take a while, wait until it is complete. A notification that the lead is being checked will be displayed (fig. 3).

Fig. 3. Lead page. Found duplicates notification

If no matches are found, the page of the new lead will open.

If matches are found, a notification panel will appear (fig. 4), which displays the match percent, the number of found matches and their types (companies, leads).

Fig. 4. Lead page. Found duplicates notification

If you click

or More…, a table with information about the found matches will be displayed (fig. 5).

If many matches are found, use the table settings panel (available for each unit - Contractors and Leads). When working with data in these panels, you can navigate only in the selected objects.

Fig. 5. Table of found duplicates

To bind the created lead with an existing contractor or lead, click Bind next to the required object. In the opened dialog box (fig. 6), confirm your action by clicking Yes.

Fig. 6. Confirmation dialog box

The created lead receives the Duplicate status.

If the lead is not a duplicate of any of the found objects, click Not a duplicate in the right part of the notification panel (fig. 4).