How do I Add Leads into Contact?

Updated on May 18, 2017 03:10AM by Admin

Leads are information that  are gathered when a prospect makes an inbound call regarding the service/product or during a marketing campaign.

Once the details are collected they need to be managed and followed-up in timely fashion until they qualify into prospective customer. To manage the leads you need to store the details in the record format in the database. This can be done two ways. They are

  1. You can add leads or create leads in contact view page.
  2. When converting lead into contact, automatically the lead will be associated with contact.

Steps to Associate Leads Manually

  1. Log in and access Contacts App from your universal navigation menu bar.
  2. Create a new contact or select existing contact.
  3. Click on “Add” button in "Leads" section to add leads into contact.
  4. Search and select leads that you would like to add for contact.
  5. You can view the added leads as shown in the image below:
  6. You can also create a new lead using “Create” button and associate them into contact.

Convert Lead into Contact

When you convert lead into contact,

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