How to Create a Lead

Leads represent potential sales opportunities in EZTrack360. You can create and manage leads to keep track of prospects and organize your sales pipeline effectively. Follow the steps below to create a new lead.

Steps to Create a New Lead

Go to the SALES section in the left sidebar and select Leads.
On the Leads page, click the Add Lead button (usually displayed with a Plus (+) icon).
A dialog box titled Create New Lead will appear. Fill out the following details:
- First Name: Enter the lead’s first name (optional).
- Last Name: Enter the lead’s last name (optional).
- Email: Provide the lead’s email address (optional).
- Phone: Enter the lead’s phone number (optional).
- Company: Specify the lead’s company name (if applicable).
- Job Title: Add the lead’s job title (optional).
- Source: Indicate how the lead was generated using the dropdown menu. For example:
  - Form Submission
  - Email
  - Phone Call
  - Manual Entry (default)
  - Website
  - Referral
- Estimated Value: Enter the approximate value of this opportunity (optional).
- Notes: Add any relevant notes about this lead.
- Assigned To: Assign the lead to a team member using the dropdown. By default, it is set to Unassigned.
After filling in the required information, click the Create button to save the lead.
The new lead will appear in your list of leads on the Leads page. You can search and filter leads as needed.

Additional Tips

You can organize leads into different Stages, such as New, Contacted, Qualified, and more. Update the lead’s stage based on its progress in the sales pipeline.
If relevant, assign tags to categorize leads and make searching easier.
Leads can be converted into customers once they successfully progress to a deal. Use the Convert action available in the lead details view.

By following these steps, you can effectively track and manage your sales opportunities in EZTrack360.