How do I Add Contacts to a Lead?

Updated on May 29, 2017 03:49AM by Admin

Contact is someone with whom you have been communicating for sometime regarding the purchase of your products/services. A contact could also be someone who has bought your products/services in the past.

There are two ways to associate Contacts to a Lead:

  • Manually add Contacts into a Lead record.
  • When a Lead is converted into Contact.

Here we look at how to add Contacts manually:

Leads App allows you to add your "Contacts" to Leads by using the "Add" option which will be given as default option in all Leads page.

Steps to Add Contacts to a Lead

  1. Login and access Leads App from your universal navigation menu bar.
  2. Create a new lead or select an existing lead.
    Contacts
  3. You can view “Contacts” section in the lead view page.
    Add Contacts
  4. Click on “Add” button to add existing contacts.
    Selecting Contacts
  5. Select contacts you would like to add for lead.
  6. You can view contacts added as shown in the image below:
    Added Contacts
  7. You can also create new contacts and associate into lead by clicking on “Create” button.
    Create Contacts

To convert a Lead into Contact:

Please follow the link https://www.apptivo.com/answers/questions/10258/how-do-i-convert-lead-into-a-contact


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