How to Create Leads Manually

To Build an Excellent Database of All Your Business Leads / Opportunities

How to Start Using eWay-CRM » Leads » How to Create Leads Manually

You may want to create a lead manually during a phone call or during a meeting with a customer. Here’s how:

  1. Click New on the eWay-CRM ribbon and select Lead.

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  2. Fill in basic and contact information.

 

If there is no such a company or contact in eWay-CRM yet, you can either create them or add them as text.

To create a new company or contact, click the plus sign right next to Customer/Contact person field and a new card item will pop-up.

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To create company or contact as text, click the small arrow right next to Customer/Contact person field and you will see the list of items in your database. Insert company name or contact person name to the search field and click the Add as text button. If you convert the lead (link to article“How to convert lead“) later on, a new company and contact will be created, too.

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Please also note that there are different types of leads available. If you are in a sales-oriented company, select Prospect Type, if you may need to convert this lead to a project, select Opportunity Type.

You can create your own types and workflows in the Administration settings. Learn more here.

Do you have questions? Our consultants have answers.

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