Create a lead manually

You can create a lead manually at any time, from any page of your noCRM account.

Once your sales process is correctly configured, you can fill the lead with all the information you need to work on it efficiently.

How do you create a lead manually?

Follow these steps:

1. Click + New lead in the top bar, available on every page.

2. In Title, enter the lead's name.

3. Fill in the contact information.

4. Complete the other information you need, such as the amount or the tags.

5. Save the lead.

   

Best practice: Place the contact information at the beginning of the lead: this helps you work on your leads more efficiently.

Which fields are displayed when you create a lead?

The fields displayed are those predefined in the admin panel of your account, in Admin panel > Sales process > Default fields.

For the contact information, you can choose between two modes:

• Quick mode: the fields are presented in a traditional text format.

• Structured mode: the lead fields are organized in a structured manner, like a form.

Note: Once you choose a mode, noCRM remembers your preference for the next leads you create.

Which other information can you add when you create a lead?

When you create a lead, you can immediately specify:

• Assigned to and Step: the user in charge of the lead and its step in the pipeline.

• Amount and Probability (%): see Amount and probability.

• Client folder: link the lead to a client folder.

• Estimated closing date: see Estimated closing date.

• Attachments: add the documents related to the lead.

• Star rating: useful to mark high-priority leads.

• Tags: select predefined tags to structure your leads and obtain better statistics.