Lead Creation Mastery in Vryno CRM

What are Leads?

An individual who has not yet become one of your customers is referred to as a lead. A “lead” is just your potential consumer, to put it simply.

Of course, you want to gather and manage as much useful data about your leads as you can, and Vryno CRM has got you covered here. To better manage them, you can gather all of their data under one roof.

Important Fields in Leads

First Name: First name of a lead

Last Name: Last name of a lead and this is a mandatory field

Email: Email address of the lead

Phone Number: Phone Number of the lead

Company: Organization to which the lead is associated to

Job Title/Designation: The role of the lead in their organization

Owner: Assigning a user to a lead record makes them the owner of the record

Creating a Lead:

There are three ways to create a Lead.

From the Lead module
Using Quick Create
By importing

Steps to Create Leads from the Leads module

Follow these steps to create a lead from the Leads module:

Step 1: Log in to your CRM account

Step 2: Click on Leads on the Top Menu Bar

Step 3: Click on “+ Lead”

Step 4: Fill the required details & click on:

a. Save (You would be redirected to the saved lead preview), or

b. Save & New (You’ll be redirected to the new Lead Creation Page)

Steps to Create Leads from Quick Create:

What is Quick Create?

Quick Create is a handy option for creating records from anywhere in the CRM. You can identify Quick Create by the + icon on the top bar of your CRM screen.