In this field, you can select lead by. In this lead by field, you can select sales person, marketing person, or employee

Add a brief description of the lead.

This field allows you to specify where the lead came from. You can use a dropdown menu to select from common sources, such as referrals, websites, or social media, or you can add a custom source.

This field allows you to add Connect for this field.

The conversion probability field allows you to assign a percentage to the likelihood that the lead will convert into a customer. This helps to prioritize leads and focus on those that are more likely to result in a sale.

This field allows you to add an estimate or potential value.

This field allows you to specify the date by which you expect to close the lead.

Assign one or multiple Staff members to the lead, who will be responsible for managing the lead and its follow-up activities.

Use this field to select the funnel.

Use this field to add any additional notes or comments about the lead's progress through the sales pipeline.

Use this field to add a caption or title for the document.

Use this field to upload the document file.

Use this button to add additional documents as needed.

If the client already exists in your CRM system, you can select them from the dropdown list in this field. This field allows you to link the new lead to an existing client in your CRM system.

Use this field to enter the name of the company that the client represents. This is a required field

Enter the name of the contact person for the client in this field.

Enter the job title or designation of the contact person for the client in this field.

Enter the street address of the client in this field.

Enter the zip or postal code of the client's location in this field

Enter the state or province where the client is located in this field.

Enter the client's Skype ID if applicable in this field.

Enter any additional relevant information about the client in this field.