How to add a Lead via Organization and Person ?

Table of contents

Adding leads in SalesTown CRM through the association with an organization and a contact person helps in managing potential customers efficiently. This guide provides detailed steps on how to add a lead using both the organization and contact person information.

Step-by-Step Guide to Adding a Lead via Organization

1. Navigate to the Organization List View

On the dashboard, locate the main menu. Click on the Contacts< Organization option to access the Manage Organization page.
From the List, click on the respective Organization to which the lead is required to be added.

2. Add a New Lead

When clicked, it will open the Detail View of the chosen organization, here look for the Add Lead button, located at the top right corner of the page.
Click on the Add Lead button to open the lead creation form.
A pop-up form will appear on the screen.
Fill in the required details in the lead creation form. The fields may include:

~ Organization Name: Enter the name of the organization the lead is associated with.

~ Contact Person Name: Enter the name of the primary contact person for the lead.

~ Lead Title: Enter a title for the lead, which can be customized as per the user’s choice.

~ Lead Value: The lead value will be the value of the Lead.

~ Pipeline and Pipe Stage: Choose the relevant pipeline and its stage from the dropdown menu.

~ Expected Close Date: Select the expected close date for the lead.

~ Who Can View: Choose whether the lead can be viewed by the owner or the entire company.

~ Channel Partner: Choose any relevant channel partner information.

~ Organization Address: Fill in the address details including Country, State, City, Address, and Pin Code

~ Contact Person Email: Enter the email address of the contact person.

~ Contact Number: Enter the phone number of the contact person along with the country code

~ Designation: Enter the designation of the contact person.

~ Custom Fields: In case the user wants to add custom fields, they can do so by clicking on the Add Custom Field option. (Detailed instructions on customizing forms will be covered under another topic.)

6. Save the Lead and check the Visibility

After filling in the details, click on the Add Lead button to create the lead.
The added lead will be visible on the workboard against that Organization and also in the Lead section of a respective Organization.

The same steps will be followed Via “Person” as well.

Step-by-Step Guide to Adding a Lead via Organization

1. Navigate to the Person List View

On the dashboard, locate the main menu. Click on the Contacts< Person option to access the Manage Person page.
From the List, click on the respective Person to which the lead is required to be added.

2. Add a New Lead

When clicked, it will open the Detail View of the chosen person, here look for the Add Lead button, located at the top right corner of the page.
Click on the Add Lead button to open the lead creation form.
A pop-up form will appear on the screen.
Fill in the required details in the lead creation form. The fields may include:

~ Organization Name: Enter the name of the organization the lead is associated with.

~ Contact Person Name: It will be autofetched.