Adding a CRM Lead

1. To add a lead click + Add Lead

2. After you have clicked add lead the below section will show up. Make sure to input your customers information.

• Source - is for you to be able to track where your leads are coming from.
• Status - select the best option that fits where the customer is in their purchasing process.
• Requested Location - if you have more than one location, pick the location that ideally fits the customer.
• Next contact date - make sure to put when you want to follow up with this customer annex and click save.

If you would like to learn more about the CRM, please make sure to check out the following articles:

CRM Training pt 1

CRM Training pt 2

CRM Training pt 3