HOW TO ADD/DELETE A LEAD ?
To Add a New Lead, follow the below steps:-
- Login to admin panel
- Go to Leads
It will navigate you to the other page, titled ‘Leads’. It shows two tabs as follows:-
- Add New Lead - Click here to Add a New Lead , Enter all the required fields as follow:-
I. Lead Information :- Here you have to enter all the personal details related to the lead
- Full Name :- Enter the name of the contact to be saved.
- Email :- Enter the email of the contact.
- Phone / Mobile :- Enter the mobile number of the contact.
- Address :- Enter the address of the contact
- Country :- Enter the country.
- State: - Enter the name of the state
- City :- Enter the city name
II.Product Details :- Here you can add all the details regarding the product
- Inquiry For :- Select the product for which the inquiry id raised.
- Cost :- Enter the cost of the product
- Status: - Select the status of the product.
- Type :- Select the type of the product.
- Follow Up Date: - Enter the follow up date.
- Follow up type :- Enter the followup type whether its call ,email, by meeting or any other way.
- Remark: - If required enter any details about the product.
- Source: - Select the source.
- Customization :- Enter the product details.
III. Company Details :- Here you can enter all the details regarding the company
- Company name :- Enter the name of the company
- Company website :- Enter the website link of the company
- Company Phone/Mobile :- Enter the contact number of the company
- Company E-Mail :- Enter the email id of the company
- Company Facebook :- Enter the Facebook link of the company
- Company Twitter :- Enter the twitter link of the company
- Company Trade :- Enter the company trade link of the company detail
After entering the above details , click on " Save " button.
2. Delete :- Select any lead and click here to delete that lead.