How to Create a Lead

Introduction #

Managing leads is essential for nurturing potential customers and tracking interactions effectively. This guide provides step-by-step instructions on how to create a lead in the Cosmic CRM module.

Prerequisites #

Ensure you have logged into Cosmic ERP with appropriate user credentials before proceeding.

Steps to Create a Lead #

1. Login to Cosmic ERP
   • Enter your credentials and click on the login button.
2. Navigate to CRM System
   • Once logged in, locate and click on ‘CRM System’ from the main menu.
3. Access Leads Section
   • In the CRM module, click on ‘Leads’.
4. Initiate Lead Creation
   • Click on the ‘create’ button to start creating a new lead.
5. Enter Lead Details
   • Subject: Enter a subject or title for the lead.
   • Select User: Choose a user responsible for managing this lead.
   • Name: Enter the name of the lead contact.
   • Email: Enter the email address of the lead contact.
   • Phone: Enter the phone number of the lead contact.
6. Save the New Lead
   • Click on the ‘create’ button to save the new lead details.

Conclusion #

Creating leads in Cosmic CRM allows your sales team to efficiently manage potential customers and track their interactions. By following these steps, you can add new leads and ensure all relevant information is captured for future follow-ups.