Step-by-Step Guide to Lead and Deal Information

Add Lead Contact Info

• Lead Contact Detail
• Salutation
  Select the appropriate title for the lead (e.g., Mr., Ms., Dr.). This adds professionalism and helps in personalised communication.
• Name
  Enter the full name of the lead. Ensure correct spelling, as this is a key identifier for the contact.
  
• Email
  Provide the lead’s valid email address. This will be used for follow-ups, marketing, and official correspondence.
  
• Lead Source
  Indicate where or how the lead was acquired (e.g., website inquiry, referral, event). This helps track lead generation effectiveness.
  
• Added By
  Mention the name of the person who created or added this lead entry. Useful for accountability and tracking internal activity.
  
• Lead Owner
  Assign the person responsible for managing and following up with the lead.

Create Deal

• Deal Name
  A unique and identifiable name for the deal. It should reflect the nature of the opportunity or the client involved.
• Pipeline
  Select the appropriate sales pipeline. This helps categorize and track deals based on different sales processes or departments.
• Deal Stages
  Track the deal’s current status within the sales cycle. Stages include:
  
• Generated– Lead is identified and logged.
  
• Qualified – Lead is evaluated and deemed a viable opportunity.
  
• Initial Contact – First communication has been made.
  
• Schedule Appointment – A meeting or call is arranged.
  
• Proposal Sent– A formal offer has been sent to the lead.
  
• Win – Deal is in the final closing stage, pending confirmation.
  
• Lost – Deal did not close successfully.
  
• Won – Deal is successfully closed and confirmed.
  
• Deal Value (in USD \$)
  Estimated or agreed monetary value of the deal in U.S. dollars. Helps forecast revenue.
  
• Close Date
  The expected or actual date the deal is anticipated to close. Important for planning and reporting.
  
• Deal Category
  Classify the deal based on product type, service, or client segment. Useful for analytics and filtering.
  
• Deal Agent
  Assign the sales representative or team member responsible for managing the deal.
  
• Products
  List the products or services involved in the deal. Ensures clarity on what is being offered.
  
• Deal Watcher
  Add individuals who should monitor the deal’s progress but are not directly responsible. Useful for oversight and collaboration

Company Details

• Company Name
  The official registered name of the company. This is a required field and serves as the primary identifier.
  
• Website
  Enter the company’s official website URL. Useful for background research and validation.
• Mobile
  Provide a direct mobile number for the company’s point of contact. This supports quick and direct communication.
  
• Office Phone Number
  List the main office or landline number for the company. Ideal for formal or general inquiries.
  
• Country
  Select the country where the company is located. Important for location-based filtering and compliance.
  
• State
  Enter the state or province of the company’s address. Helps narrow down regional segmentation.
  
• City
  Mention the city in which the company operates. Adds clarity to the company’s geographic location.
  
• Postal Code
  Provide the postal or ZIP code of the company’s address. Necessary for accurate mailing and record-keeping.
  
• Address
  Enter the full street address, including building name, number, and any relevant details. This ensures physical correspondence can be sent without issue.