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How to create a Lead only with mandatory fields?

How to create a Lead using only the mandatory fields:

Following fields are mandatory for creating a Lead:

  • Person Name
  • Mobile 1
  • Email 1
  • Follow Up Status
  • Source

To create a Lead follow the steps mentioned below:

  • Click the add lead button

  • Fill out the person name field
  • Fill out the Mobile 1 field or Email 1 field or fill out both

  • Select a source

  • Select a follow up status

  • Fill out the required fields of the follow up status
  • Select Notify SMS (Optional. If you select this option the customer would be notified via SMS)
  • Select Notify Email (Optional. If you select this option the customer would be notified via Email)
  • Click Save

Lead with the selected follow up status would be created

 

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