In LeadX Platform a Lead can be created by Basic user , Professional User or Manager User. The process for generating Lead by Basic user is different than Professional and Manager User.
Basic User doesn’t have permissions to manage the Lead Life-Cycle, so basic user can create leads and make it available for Sales Team to accept the lead using Lead Handover feature
What is Lead Handover
The basic user can create a lead using basic lead generation form and use Handover to sales button to make lead available for the Sales Team
The handed over lead is saved in the New stage and gets displayed in the My Pipeline of the Manager User for further process
Generate Lead (By Basic User)
To generate a lead by basic user
Login to LeadX web application or Mobile App using valid User Credentials
To generate lead
In Web
Click on Create new lead button provided in the Header section to open New Lead Popup
In Mobile
Click on + sign provided in the header section
A Popup is opened, click on Lead button to open New Lead Screen
Enter the necessary information
Enter or select contact company and contact person information
Upload documents or photos if required
If you are using Web Popup then only Browse button is displayed to select and upload documents
If you are using Mobile App then Capture button and Browse button is displayed to user to select documents as well as capture photos using Mobile Camera.
Save Lead
Without clicking Handover to sales? button
If you save the lead without clicking handover to sales button then the lead will remain in your My Pipeline and the Stage of the Lead will be New
Click Handover to sales? and then Save the Lead
If you save the lead by clicking Handover to sales? button then the lead will be saved and made available to the Manager user for further action
Once the Lead is saved successfully, it will be available in basic user’s My Pipeline, however, if User has saved Lead with Handover to sales? button clicked, then the basic user cannot further update the lead
Generate Lead (By Professional User )
To generate a lead by Professional user
Login to LeadX web application or Mobile App using valid User Credentials
To generate lead
In Web
Click on Create new lead button provided in the Header section to open New Lead Popup
In Mobile
Click on + sign provided in the header section
A Popup is opened, click on Lead button to open New Lead Screen
Enter the necessary information
Enter or select contact company and contact person information
Upload documents or photos if required
If you are using Web Popup then only Browse button is displayed to select and upload documents
If you are using Mobile App then Capture button and Browse button is displayed to user to select documents as well as capture photos using Mobile Camera.
Assign lead to Self or other user before saving the Lead
Select the Stage of the Lead by clicking Next or Prev button
Select the Sub-Stage of the Lead if required,
You can select either Won, Closed or Parked
Save the Lead
Once the Lead is saved successfully, it will be available in Professional user’s My Pipeline and displays the appropriate Stage of the Lead
Generate Lead (By Manager User )
To generate a lead by Professional user
Login to LeadX web application or Mobile App using valid User Credentials
To generate lead
In Web
Click on Create new lead button provided in the Header section to open New Lead Popup
In Mobile
Click on + sign provided in the header section
A Popup is opened, click on Lead button to open New Lead Screen
Enter the necessary information
Enter or select contact company and contact person information
Upload documents or photos if required
If you are using Web Popup then only Browse button is displayed to select and upload documents
If you are using Mobile App then Capture button and Browse button is displayed to user to select documents as well as capture photos using Mobile Camera.
Assign lead to Self or any other User before saving the Lead
Select the Stage of the Lead by clicking Next or Prev button
Select the Sub-Stage of the Lead if required,
You can select either Won, Closed or Parked
Save the Lead
Once the Lead is saved successfully, it will be available in Professional user’s My Pipeline and displays the appropriate Stage of the Lead
Know more about Creating Contact Company and Contact person
In this document
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