In this video, learn how to add a new lead manually using two different methods, and enter detailed information about a lead in the lead details section.
and their information, also known as Leads. We can add leads manually, or we can import them Let's start with creating a brand new lead from scratch. One option is to go up here and select Leads. You'll see options for importing and creating here, you can also go over here to the right-hand side, click this plus sign, and you'll see right at the top, Lead. all the way down to calls, but we're going to select Lead, which takes us to a brand new Create Lead window, and there are a couple of fields that are mandatory, Company and Last Name, you can tell by the orange bar. The rest are optional, but the more information we have about a potential customer, the better, we can always come back and edit and update these records as well. So you can see by default, you will be the Lead Owner, the person creating this lead. If there are others in your organization that you want to assign this to, you can do it from the drop-down, and go to the First Name, click the drop-down for the salutation first, and go to Ms, You can follow along adding the same name, or, maybe you have a real lead that you'd like to add at this point. You can use your Tab key to move from field to field. Her last name is Leslie, I'm going to type that in, and if you want, just click in the field The Company for Karen Leslie is KinetEco Inc., like so. I'm going to use the Tab key to go to her Email now, [email protected], like so. If I know the phone number, I can tab there, and fill in the rest of the fields, so long as I have the information. There are some that are drop-downs, like the Lead Source, where did this come from? Maybe it was a Cold Call. Clicking the drop-down, including, there it is near the top, Cold Call. and starting right now, we can click the drop-down, and maybe we just simply Contacted this person, but we can come back, and eventually, hopefully, this turns into a deal. If there's any other information you know, including, images for this person, address information, even a description down below, and edit these fields. Right now, you have two save options. Save, will save the changes and create the new lead. Save and New, will save the current lead, Let's just click Save. You can see Details can be expanded. a little pencil icon appears next to them, There's also a back button, and this is going to take us back to, and if we go to Leads now, you can see our first lead on our list, right here, at the top. Now another way, is to import. So if you already have a number of leads, maybe in a spreadsheet, or perhaps you used another CRM and you're moving to Zoho, go to the Import button, and choose Import Leads. Takes us to a screen where we can import from a file, so if you have a file, you can drag it right into this area, or use the Browse button to find it, or if you're coming from another CRM, click the link, Which CRM are you coming from?, answer a few questions, This'll be a blank spreadsheet with all of the columns Notice down below, if you have more than 1,000 records, That's something you can save your Excel spreadsheet to, if you wanted to do that, but only if you're over 1,000 records to import. to see our existing leads, and continue to create new ones, or import existing ones.
- What is a CRM?
- What Zoho CRM has to offer
- Adding new lead records
- Viewing, filtering, and editing leads
- Working with contacts and accounts
- Creating a deal for a contract
- Running and managing reports