Accessing the Leads Module:
Head to the left side of the page and click on the Leads Module.
Exploring Tabs:
Check out the tabs in the header, especially the CAPTURE tab and MY LEADS tab.
Capturing a New Client:
Click on the CAPTURE tab.
Select your branch or company.
Fill in the client details: Company name, VAT number, Mobile number, Email address, Postal address, and Delivery address.
For easy navigation, link the delivery address to Google Maps using the first field. Note: The second, larger field won't link automatically to Google Maps.
Specify where the lead heard about your company.
Choose the category your lead belongs to. (This will sync with SAGE; you can learn more in our SAGE Basics video.)
Additional Information:
Add up to 7 additional email addresses.
If you're using the Sales Module, set the funnel status.
Enter the lifetime value if there's a set contract amount.
Specify the payment terms.
Choose the VAT options for the client (YES/NO).
Save and Confirm:
Save the details.
A success message will confirm the lead creation.
Post-Capture Actions:
You'll automatically switch from the CAPTURE tab to the MY LEADS tab.
You can now view the captured info under LEAD INFORMATION.