You will get a quick snapshot of:             


1. Creating a lead from Sales Agent app.


2. Creating a Channel Partner lead from Sales Agent App.



Lead Creation from Sales App

 


Any Sales app user can create a lead and add to his/her own claimed or interested bucket.
To create and add a lead to claimed bucket, click on the '+' icon on the claimed screen and to create and add a lead to interested bucket, click on the '+' icon on the interested screen

 






Lead Creation from Sales App



On the subsequent page, you'll need to enter the name and phone number of the lead, followed by the project to which the lead will be assigned and the source.






Note: If you choose 'referral' as the source, you'll also need to enter the name and phone number of the referrer.

Click on 'Create Lead' once done.




Channel Partner Lead Creation from Sales App



Sales App users can also create a channel partner lead where lead source is channel partner. It can be created using the same method as mentioned above. For creating a channel partner lead, select the Channel Partner checkbox on the top.


Note - 


It's mandatory to also enter the name of the lead that the Channel Partner will be representing. At this point, you do not have to enter the lead's phone number. 

Phone calls made from the app will be dialed to the Channel Partner's number unless the lead's phone number has also been saved.


 




Thank You