In simply CRM, Lead is an unqualified customer; with systematic follow ups and earnest efforts, you can identify potential prospects. Generating Leads is supposedly the first step of Sales Process in simply CRM. A Lead record maintains information of a person, and the company he is associated with. You might generate Leads from trade shows, purchase lists, advertisements, websites, business cards, or through a referral. The responsibility of sales agents is to introduce Leads into the system, organize, filter and qualify the prospects. In B2B model, lead represents a company where as in B2C model, lead represents a person.

Lead generation methods in Simply CRM

Entering Leads Manually

---

You can enter lead details manually from Leads Module. This might come handy if you will have to enter Lead details individually.

Follow few simple steps to create Leads manually

1. Click All drop-down
2. Click Leads
3. Click Add Record button
4. In the create lead view, fill necessary fields
5. Click Save

Quick Create

---

Quick create helps you to create lead records with basic details. This might be helpful if you are running out of time.

Follow few simple steps to create lead records through Quick create

1. Click plus icon in top right corner
2. Click Lead
3. In the create lead view, fill necessary fields
4. Click Save

Importing Leads From Existing Files

---

simply CRM supports importing Leads from external sources such as .csv and vcf files. You can import lead records in bulk if you’ve purchased lead lists, gather leads from different Sources etc. As it saves lots of time and efforts, it might come in really helpful for your sales team to import thousands of records instantly. Learn more

Capturing Leads From Website(s)

---

Capture leads right from your website! You need not have to have any technical knowledge to do this. Create a web-form and copy the html content to your website. Your website visitors are no strangers anymore. Instead, they will be captured as lead records in your simply CRM. Learn more

Creating lead record from your email

---

Mail Manager is an integrated email client that allows users to perform CRM related actions on incoming email. It helps you create Leads, Contacts, Organizations, Trouble Tickets and To Dos from the emails that you receive in your inbox. Learn more