Adding a lead manually

Apart from automated leads system, iMaxCRM also lets you add a lead source manually.

To manually add a lead source,

1. On iMaxCRM, click on Contacts.

2. Click on .

3. Provide the following details necessary for contact information.

contact-fields

4. From the “Source” field, select the appropriate lead source. If the source type is not listed, you can create one. For more information, see Creating a lead source type.

Note: Some fields have drop down selection, some have a small question mark which explains its feature.

You may want to use features like e-Alerts, Auto Respond SMS, and SMS/Email to Lead Owner.

3. Click Save. If you want to create another contact, click Save & New.

The contact will be saved and listed under the contacts tab.