New CRM record sliding form is finally here!
The New Lead form consists of the same default fields as an old version had. The only required field is still the lead name, which means it is enough to fill this field to be able to create a new lead. Scroll down to add client's details like name, status, amount, etc.:
Scroll down to find date of birth, position, company name, email & phone, etc.:
The Add Field tab located below the details block allows to add custom fields of the following types: text, number, yes\no, date\time, money, link, address on Google Maps, list. To access more field types please go to CRM > Settings > Custom Fields.
Below you'll find More section, use Change option to open list of other fields, including existing custom fields:
After the new lead form is saved, you'll see all options available for this record. Statuses panel is located above, click on any status to set it for the lead.
Switch between lead sections to access more options:
- General - main lead details form
- Products - here you can add new products to the lead or select products from the product catalog or add a new product
- Quotes - create new quotes for the lead
- Automation - configure automation rules
- Workflows - select workflow template
- History - shows lead history
Products
Go to Products section to add new products to the lead or select products from the product catalog:
All products added to the lead will be automatically reflected under General > Products section:
All products added to the lead will be automatically reflected under General > Products section:
Quotes
Go to Quotes section to add a new quote for this lead. All quotes associated with this CRM record will be shown under this section.
Automation
Workflows
Navigate to Workflows to Run a new business process. Please make sure you've created workflow templates before from CRM > Settings > Automation > Business Processes:
History
Stream
The General section is visually divided into 2 sections: Lead Information & Stream.
If you've added phone number, email address and messenger to the Lead Information form, then Call, Email & Message tabs will become active in the left top area of the lead page. Click on it to make a new call, send message or email:
The Activities line include: comments, wait rule, call, sms, email, task & meeting.
Comment
Add comment & click Send:
Wait
Wait rule is a new automation rule created in order to leave comments or instructions for either inactive leads when any activity is detected from their side or for new leads in 1 day from the date they have been added:
Call
The Call planner tool allows to plan the call taking into account user's availability (time scheduler widget) & add call details:
SMS
Email
Send email message: add message subject, text, attach files & send it away:
Task
Meeting
Plan a Meeting - add location, subject, description & set the meeting time, taking into account user's availability (time scheduler widget):
Complete or postpone activities right from the Stream:
Remember you can always Copy lead, Reset form settings (to default) or Save or Reset form preferences for all users via Settings option:
When the lead is processed, convert it to deal, contact, company or combination of those:
