Add your first lead

Transcript

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1. 0:01

   Now that your pipeline fits the way you sell, let's add your first lead. A lead is the record you follow from the first conversation all the way to the sale.

2. 0:19

   Under Customers, Leads, open the leads list. This is where all your open leads live. Click New Lead to start one.

3. 0:27

   Type the person's first name, last name and mobile number. Only the first name and the mobile are required, and the mobile also stops you from adding the same person twice.

4. 0:38

   Add the company and job title, so you know who you are dealing with. Then choose where the lead came from, here Website, to see later which channels bring you business.

5. 0:48

   Enter what the deal could be worth, two thousand five hundred dinars, and the date of your next follow-up, a few days from now, so the app reminds you to call back.

6. 0:58

   Leave the stage on New, the first step of your pipeline, and Assigned To on yourself, the person responsible for this lead. Click Save.

7. 1:14

   Search the list by name to find your lead. It shows its stage, its owner, the deal value and the date of the next follow-up.

8. 1:28

   Your first lead is recorded and waiting for your call. In the next video, Log a call and plan the next follow-up, we'll keep in touch with it.