A lead is an interest in your products expressed by a potential customer. For example, new leads emerge if new users have registered on your website or if you receive a call from a contact who was previously interested in your services. With Creatio leads, you can work both with the customers who are ready to make a deal or those who need some more time to consider a purchase.
In Creatio, a lead can be created in the following ways:
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added manually in the Leads section
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imported from Excel
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created automatically via registering on a landing page.
Note. If the Create contact checkbox is selected for a webpage in the "Landings" section, then when a consumer fills in the form of this landing, Creatio automatically creates a lead and a contact.
Using the Leads section, you can manage the lead nurturing process from the moment a potential customer expresses an interest in your products up to the handoff to sales.
To add a lead manually:
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Go to the Leads section.
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Click the New Lead button.
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Fill out the displayed mini page:
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Customer need field. The field is required.
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Account name field.
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Contact name field.
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Email.
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Mobile phone field.
The fields of the record can be populated later.
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Click the Save button to save the new folder (Fig. 1).
As a result, a new record will be added to the Leads section.