Available in OroCRM Available in OroCommerce

Create a LeadΒΆ

To create a lead manually:

  1. Navigate to Sales > Leads in the main menu,

  2. Click Create Lead.

    The create a lead form
  3. In the General section, provide the following information

    • Owner — Limits the list of users who can manage the opportunity to users, whose roles allow managing opportunities assigned to the owner (e.g. the owner, members of the same business unit, system administrator, etc.). By default, the user creating the record is chosen.
    • Lead Name — The name used to refer to a lead in the system.
    • Status — Three statuses are available for a lead:
      • New - a newly created lead.
      • Qualified - a lead is recognized as valid as a result of initial analysis, e.g. there is an interested person or organization behind the lead).
      • Disqualified - a lead is recognized as invalid as a result of initial analysis, e.g. no person or organization was found behind the lead).
    • Channel — Choose one of active channels, from which OroCRM will get information on this lead.

    The rest of the fields are optional.

  4. In the Contact Information section, provide contact details to be entered for a lead. You can enter multiple emails, phones and addresses for a lead.

    Lead contact information
  5. In the Additional section, provide additional information on the lead (if available).

    Lead additional information
  6. Click Save and Close.