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User Guide / Leads / How to add a lead?
  • < back
  • How to set the Lead notification template for follow-up reminders to the assigned staff?
  • How does the Lead form work?
  • How to view leads in Kanban View?
  • How to archive leads?
  • A Beginner’s Guide To Leads Module: Everything You Need To Know
  • How to Add Lead Promoters and Assign them?
  • How to add Lead Sources?
  • How to Add a New Dropdown Field in Lead Module?
  • How to Add a New Text Field in Lead Module?
  • How to Add Status in Lead Module?
  • How to Add Options to Follow Up Details?
  • How to assign a lead?
  • How to edit the status of a lead?
  • How to view a lead?
  • How to add a lead?
  • How to edit information of the Promoters
  • How to edit Source name
  • Step 1

    To add new lead,

    1. Click on Leads from the left menu.
    2. Now, click on Add Leads button.
    user-guide-leads-add-btn

    Step 2

    Fill all the information that you of the lead in the below fields and then click on Save button.

    user-guide-leads-add-new

    Need more help? Ask us a question

    Please let us know more of your details and our team will reach out to you very shortly.

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    Phone

    +65 6679 1003

    Email

    info@flavorcrm.com

    FLAVOR

    Flavor CRM offers a collaborative platform to simplify the sales process and improve workflow. Organize leads, close deals, and generate more revenue in one platform.

    Features

    • Sessions and Scheduling
    • Payment
    • Reports and Analytics
    • Communication
    • Leads
    • Users and Instructors
    • Media management

    Integrations

    • Carbonate
    • Xero
    • Twilio
    • SendGrid
    • Nautilus
    • Zoom
    • SSG TPGateway

    Resources

    • SMEs are eligible for up to 50% Productivity Solutions Grant (PSG) support
    • Blogs
    • Term of Service
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