Xcitium Platform

• Introduction To CRM
  • Login To CRM
• The CRM Admin Console
  • View And Manage The Home Console
  • Configure Your Preferences
  • Use Search Option And Filter Option In CRM
• Marketing And Sales
  • Manage Marketing Campaigns
    • Add Campaign Records
    • Track Campaigns
    • Associate Records From Other Modules To A Campaign
    • Mass Management Of Campaigns
  • Leads
    • Create New Leads
    • Manage Leads
    • Associate Other Records With A Lead
    • Mass Management Of Leads
  • Organizations
    • Add A New Organization
    • Manage Organizations
    • Associate Records From Other Modules To An Organization
    • Mass Management Of Organizations
  • Contacts
    • Add A New Contact
    • Manage Contacts
    • Associate Records From Other Modules To A Contact
    • Mass Management Of Contacts
  • Opportunities
    • Add An Opportunity
    • Manage Opportunities
    • Associate Other Records With An Opportunity
    • Mass Management Of Opportunities
  • Quotes
    • Create Quotes
    • Manage Quotes
    • Associate Records From Other Modules To A Quote
    • Mass Management Of Quotes
  • Invoices
    • Create An Invoice
    • Manage Invoices
    • Associate Asset Records To An Invoice
    • Mass Management Of Invoices
  • Sales Orders
    • Add A Sales Order
    • Manage Sales Orders
    • Associate Records From Other Modules To A Sales Order
    • Mass Management Of Sales Orders
  • Import And Export Records
  • Emails
• Inventory
  • Assets
    • Create An Asset Record
    • Manage Assets
    • Mass Management Of Assets
  • Products
    • Add A Product
    • Manage Products
    • Associate Records From Other Modules To A Products
    • Mass Management Of Products
  • Services
    • Add Services
    • Manage Services
    • Associate Records From Other Modules To Service
    • Mass Management Of Services
  • Price Books
    • Add Price Books
    • Manage Price Books
    • Mass Management Of Price Books
  • Vendors
    • Add A Vendor
    • Manage Vendors
    • Associate Records From Other Modules To Vendors
    • Mass Management Of Vendors
  • Purchase Orders
    • Add A Purchase Order
    • Manage Purchase Orders
• Tools
  • Email Templates
  • Add Website Bookmarks
  • View And Manage Calendars
    • Manage Shared Calendar
    • Update And Manage Calendar Entries
    • Manage Calendar Settings
  • Recycle Bin
• Analytics
  • Generate A Report
  • Manage Reports
• Configure CRM Settings
  • Configure The Picklist Editor
  • Manage Company Details
  • Configure Miscellaneous Settings
    • Outgoing Email Server Settings
    • Edit Terms And Conditions
    • Manage Currencies
    • Manage Tax Calculations
• Custom Views
• About Comodo Security Solutions

Create New Leads

The 'Leads' module allows you to create records which store all relevant information about a potential customer. You can associate lead records with CRM products, campaigns and services. You can add events and reminders to each lead and update lead activities and comments to track your progress.

• Click 'All' on the title bar and choose 'Leads' under 'Marketing and Sales' to open the 'Leads' interface.

You can create lead records in four ways:

• Manual create a new lead record – Setup a new campaign record and specify all details. See Add lead for details.

• Quick create a lead record - Create a new lead record with only the details you require. Other details can be added later as the lead progresses. See Quick Create a Lead Record for details.

• Clone a lead record - Duplicate an existing record and use it as a starting point to create a new record. See Clone a Lead Record for details.

• Import Leads - list of leads in a .csv or .vcf file and import data into leads. See Import and Export Records for details.

Create a New Lead Record

• Click 'All' on the title bar and choose 'Lead' under 'Marketing and Sales' to open the 'Lead List' interface

• Click the 'Add Lead' button

The 'Create New Lead' interface will open. Complete all mandatory fields to register the lead. Complete other fields with as much information as is available to you:

Create New Lead – Form Parameters
Form Parameter	Description
Lead Details
First Name	Enter the first name of the contact person.
Last Name	Enter the last name of the contact person.
Primary phone	Enter the main contact number for the lead.
Company	Enter the name of the company.
Mobile Phone	Enter a mobile phone number of the lead.
Designation	Enter the contact  person designation.
Fax	Enter the Fax number of the organization.
Lead Source	Enter the source from which the lead was generated.
Primary Email	Enter the mail email address of the lead.
Industry	Enter the type of vertical that the lead belongs to.
Website	Enter the URL of the leads website.
Annual Revenue	Enter the annual revenue of the company.
Lead Status	Enter the current status of the lead in the sales funnel.
Number of Employees	Enter the number of employees working at the company.
Rating	Enter the rating for the company.
Secondary Email	Enter any secondary email address for the lead.
Assigned To	Enter the name of the staff member to whom the lead is assigned.
Email Opt Out	Specify whether the lead has opted out of email communications.
Address Details
Street	Enter the name of the street.
PO Box	Enter the PO Box number.
Postal Code	Enter the area's postal code.
City	Enter the name of the city.
Country	Enter the name of the country.
State	Enter the name of the state.
Description Details
Description	Enter a description for the lead.

• Fill up the form with the details of the lead and click 'Save'

The lead record will be saved and added to the list of campaign records in the 'Lead List' interface.

Quick Create a Record

The 'Quick Create' option allows you to create a lead record from any interface, within a short time. It requires you to enter only the basic details.

• Click the '+' button at the top right from any interface of CRM and choose 'Lead' from the options.

• Fill-in the leads details in the Quick Create Lead dialog. Descriptions of the form parameters are available in the table above

• If you want to view and enter all details, click 'Go to the full form'

• Click 'Save'. 

The record will be saved and added to the list of lead records in the 'Leads List' interface. You can open the details interface for the record by clicking the person's name and add/edit the details as required at anytime.

Clone a Lead Record

Customer Relationship Management (CRM) allows you to create a new lead record using an existing record as a template. You can then edit the cloned record according to the requirements of your new campaign. This is useful when you are creating a lead record for a product/service for which a lead exists already or for a new type of person/customer organization.

• Click 'All' on the title bar and choose 'Leads' under 'Marketing and Sales' to open the 'Leads List' interface

• Click on the name of the lead record you want to clone to open the the 'Lead Details' interface

• Click 'More' on the top right and choose 'Duplicate'

The 'Creating New Lead' form will open with the details populated from the original record. 

• Enter a details for the new lead 

• Edit the details as required. Descriptions of the form parameters are available in the table above.

• Click 'Save'. 

The lead record will be saved and added to the list of lead records in the 'Leads' interface.