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Adding a Lead Via the Function Diary


Adding a Lead via the Function Diary

  1. Navigate to Booking - Function Diary – Add
  2. Select Lead
  3. Select the Contact Type
  4. Select the Leads’ Sales Person if required.
  5. Select the Lead Source
  6. Select the Probability of the lead being successful if applicable.
  7. Select the Stage that the lead is at.
  8. Specify a Description if applicable
  9. Specify a Estimated Value if applicable.
  10. If you wish to edit the lead, which will allow you to view and manage other portions of the lead such as quotes, notes, tasks, activities or emails, click “Return to this page” and “Save” otherwise select “Go back to previous page” and “Save”.  
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