Creating A New Lead

Learn how to add a new lead in the CRM

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

1. To create a new lead hover over the ‘Lead’ tab on the main toolbar and click ‘+ New Lead. Either use the search or Select ‘enter manually’
2. First, select the appropriate Legal Status for your Customer.
3. If needed, you can also store some additional information (referral partner, initial enquiry date) This information isn’t mandatory but can be added if it’s something your company would like to record.
4. Next, select the team and Lead Generator responsible for this lead.
5. Next you can change the registered address to add anything you’ve missed, you can search using the company reg (if limited) or start typing the address in the search box which will use pull through the companies house or address information if it’s available. Alternatively, you can manually add this information into the boxes yourself.
6. It’s not mandatory but you can also update the billing address using this method for your records. If it’s the same as the registered address, you can click ‘copy from registered address’ to duplicate this information to save time.
7. At the bottom of the lead details screen, you will see the Letter of Authority details. Check out our ‘Generating, sending and storing a Letter of Authority’ course to find out more.
8. Click save at the bottom of the screen to save all of the information you’ve entered. Congratulations, you’ve created a lead.