How to create a new lead / customer
- paula_merisalu (Unlicensed)
- Margit Paju
- anna.byelyakova (Unlicensed)
A new Lead can be created manually in two ways:
Option 1: Add from Dashboard:
- Use “ Add new lead” button while viewing the “Salespipe” section in “Dashboard” tab.
- Fill in "Create customer profile" form:
a) Add Customer info. ! One of those "Name" or "Company" is required !
When you add both, then two customers live will be created. One will be private customer and one company with 
"house" icon
b) Select a correct salesman ("Owner") from the drop down menu.
c) Click "Save and close" button.
Please note: There are two mandatory fields highlighted in "Red": "Name" and "Company", and if one of those are not filled in you will not be able to save your Lead!
TIP: Use "type notes here" field to add some info like for eg.: interested in crossovers, test drive etc.
Option 2.: Add from Customers tab:
- Go to Customers tab and click "New Customer" button.
- Fill in "Create customer profile" form:
a) Add Customer info. ! One of those "Name" or "Company" is required !
When you add both, then two customers live will be created. One will be private customer and one company with "house" icon
b) Select a correct salesman ("Owner") from the drop down menu.
c) Click "Save and close" button.
Now your Lead is created.
TIP: There is a functionality to edit your existing Leads later on:
- Double click Lead/Customer you want to edit
- Click "Edit" button in the down left corner
- Update your Customer profile form
- Click "Save and close" button
Now your Lead is updated.