From this menu you can add new leads
(potential clients). To do this, follow the instructions below:
18.2.1.1 Click CRM>Leads Home. By default list of
all existing leads will be displayed as shown in figure 18.2.1a.
Figure
18.2.1a
18.2.1.2
Click  icon as indicated by red box
in figure 18.2.1a. You will go to the Leads Detail page as shown in
figure 18.2.1b.
Figure
18.2.1b
Note: Please remember that you must first create Marketing Event from
Marketing Campaign, Lead Source from Set Up , Carreer Interest from
Set Up then only they become visible in the drop down menu while creating
leads.
18.2.1.3
Enter all the details of the leads (as collected from the student) as shown in
figure 18.2.1b and click as indicated by blue arrow
in above figure 18.2.1b. Leads wills be created as shown in figure 18.2.1c.
Figure
18.2.1c
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