How to Add a Lead Manually into CRM System?

This step-by-step guide empowers you to ensure the completeness of lead details and the precise attribution of sources, enhancing your lead management strategies and laying a strong foundation for successful interactions and conversions.

Below is the Step-by-Step Guide to Adding Leads Manually to the CRM System:

Step 1: Accessing CRM Dashboard

1. Log in to your CRM system.
2. Navigate to the main dashboard or leads section.

Step 2: Selecting 'Add Lead'

1. Look for a "Create Contact"
2. Click on it to initiate the lead creation process.
   
   

Step 3: Filling in Lead Details

1. Enter the lead's basic information, including name, email, phone number, and company.
2. Provide any additional fields relevant to your business, such as industry or job title.
   

Step 4: Capturing Lead Source

• Indicate the source that brought in the lead, whether it's from a website form, event, referral, or other channels.

Step 5: Including Notes and Comments

• Add any relevant notes or comments about the lead, such as conversation summaries or specific interests.

Step 6: Validating and Reviewing

• Double-check all entered information for accuracy and completeness.
• Review the lead details to ensure they match the provided information.

Step 7: Saving the Lead

• Click the "Save" or "Create" button to add the lead to the CRM.

Step 8: Follow-Up Plan

Set up a follow-up action, like scheduling a call or sending an email, to engage with the lead promptly.

Manually adding leads to your CRM system involves meticulous attention to detail and the inclusion of accurate information.