How To Add A Lead

This guide explains how to create a new lead in Henkan CRM.

Step 1 – Open The Leads Page
Click Leads on the left sidebar.

Step 2 – Click Add Lead
Click the Add Lead button at the top of the page

Step 3 – Enter Lead Details
Fill in the fields you have data for.
The fields you see are specific to your business.
The only required field to create a lead is ‘Company’.

Step 4 – Assign Owner
Select the user responsible for the lead.
If not change, the lead will be assigned to you.

Step 5 – Select Lead Source
From the dropdown menu, select the correct Lead Source.
If your lead source is not available, ask an Admin to add it for you in Settings.

Step 6 – Save Lead
Click Create Lead to save.
The profile for the lead will then be created, and a Lead ID will be assigned.