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  1. Product Guides
  2. Leads

New Lead

Last updated 1 year ago

Navigation to New Lead

  • Login as an Admin > Leads > New Lead

Create Express Lead

Upon accessing the interface, the user is presented with the option to initiate a new lead entry by selecting the 'New Lead' button. This form has several input fields, with 'First Name', 'Lead Status', and 'Lead Source' being obligatory for record persistence.

The 'Lead Source' field is implemented as a dropdown menu, dynamically populated with values from active sources. By default, the system pre-populates the 'Salesperson(s) Assigned' field with the current authenticated session user. However, the system provides functionality for appending additional salespersons to the lead.

On triggering the 'Save' action, the system persists the lead details to the appropriate relational database table and redirects the user to the Lead Management Dashboard. Alternatively, choosing the 'Save & Merge Lead' action will not only ensure data persistence but also route the user to an Edit view, facilitating the addition or modification of detailed lead attributes.

A safeguard exists in the form of a 'Cancel' action button. If selected, any transient data within the form is discarded, and the user is safely redirected to the Lead Management Dashboard, ensuring no inadvertent persistence to the database.

Database Tables

Below are the related DB tables:

  • leads

Navigation to New Lead form
New Lead form