How to create a lead in Kylas CRM?

How to create a lead in Kylas CRM?

This article covers the steps for creating a lead, the dependencies and pre-requisites for executing the feature, glossary/definition of domain specific entities associated with the process of creating a lead.

Prerequisites

  1. Permissions:  Any user with permission to create Leads.
  2. Product Plans: All
  3. Activities to be Completed: None

Steps

Step 1
Click on the 'Add' button on the 'Leads Listing' page. This will open the Lead Creation form.
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Step 2 (a)
Fill in the details of the new lead in the lead creation form that opens after step 1. 


Step 2(b)
By default, only the important fields will be shown to the user. In the upright corner, there is one toggle button 'show required & important fields'. Turn Off the toggle to view all the Lead fields.



Step 3
After filling in the lead details in step 2, click on the Save button. Then, a success message will be presented; after which the user will be directed to the 'lead list' page, where the lead records will be displayed.




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