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How to create a Lead with mandatory and optional fields?

How to create a lead with mandatory and optional fields:

Following fields are optional for creating a lead:

  • Basic
    • Mobile 2 field
    • Mobile 3 field
    • Email 2 field
    • Email 3 field
  • Profile picture
  • Lead Details
    • Medium
    • Campaign
    • Initial Remarks
  • Company details
    • Country
    • State
    • City
    • Pin Code
    • Residential Address
    • Official Address
  • Custom fields

To create a lead with optional fields follow the steps mentioned below

  • Click the add lead button

  • Fill out the Name field
  • Fill out mobile 1 field or email 1 field or both
  • Add a profile picture (Note: Only .png, .jpg, .bmp, .gif files are allowed)

  • Click the + button next to mobile 1
  • Click the + button next to email 1

  • Fill out mobile 2 field
  • Fill out email 2 field
  • Click the + button next to mobile 2 field
  • Click the + button next to email 2 field

  • Fill out mobile 3 field
  • Fill out email 3 field

  • Select a source

  • Select a follow up status

  • Fill out the mandatory fields of 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 Advance

  • Select Medium
  • Select Campagin
  • Fill out Initial Remarks

  • Fill out Country Name
  • Select State
  • Select City
  • Fill out the Pincode field
  • Fill out the Residential Address field
  • Fill out the Official Address field
  • Fill out the custom field (if any)
  • Click Save

Lead with the selected follow up status will be created.

Note: It is not mandatory to fill out all of the optional fields

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