How to create leads

We recommend adding leads at least twice a week to ensure you will not lose valuable information about your potential customers.

To add a lead:

1. Click > Lead.

   

   Figure. Creating new lead.

2. In the Create a lead form, enter basic information about the potential customer:

   • Source: the channel through which a potential customer first discovered IceWarp

   • Stage: level of potential customer interest in IceWarp

   • Country of potential customer

3. In Activity Description, enter what were taken to wind the customer

4. In Lead details, add as more information about the potential customer as possible: name, company, mobile, email, etc. It will make your communication much easier. Click to add one more field and select means if communication. To remove the field, click .

   

   Figure. Creating lead.