Creating A Lead

How to Add A Lead In Agiled?

To add a lead in Agiled go to CRM -> Leads.

Click on the floating Plus button as shown in the picture below.

If you can’t find the button click on this link https://my.agiled.app/admin/leads/create

This will take you to the create screen. 

Here are the details you can add for a lead.

  • 1.       Company Name: Add Company name of the lead.
  • 2.       Website: Company website of the client.
  • 3.       Address: Add address of the lead’s company
  • 4.       Assign an agent to your lead. You can also create an agent directly from here.
  • 5.       Lead’s Name: Add full name of the lead.
  • 6.       Add Email of the Lead (This is the email that will be used when you convert lead to client and invite them to customer portal)
  • 7.       Mobile number of the lead.
  • 8.       Next Follow Up: Add if you want to follow up with this client or not.
  • 9.       Notes: Add private notes or other details about the lead here.
  • 10.   Lead Source: Choose the source of the lead. You can also add source for the leads directly from here.
  • 11.   After adding all the details click save and your lead will be saved. 
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