Create New Lead

  • Navigate to leads view from the main menu on the left side and click on the button new lead.
  • You can also for quick approach add from the Quick Create menu by clicking on the top left caret and click New Lead, a modal will be open on whatever page you are inside Pixie CRM.
  • If you mark the lead public will be visible to all staff members, otherwise will be visible to the assigned staff member and admins.
  • Leads can create all all staff members, staff members that are not admins will be able to see the leads on the following cases:
    • If lead is created from the staff member itself.
    • If lead is marked is public.
    • If lead is not created from staff member but this staff member is assigned to this lead.

 

If you got in touch the day when you add this lead don't uncheck the Contacted Today field in the database will be automatically updated.

Did you find this article useful?

  • Lead Sources

    You will always need a way to know from where you got the lead. Go to Setup -> Leads -...
  • Lead Statuses

    You can easily customize leads statuses. To add new lead status you will have to go to Setup&#...
  • Using leads kan ban

    There is 2 options listing leads kan ban and table. The kan ban options is simple, you can drag...
  • Assign Lead To Staff Member.

    Open a lead and simply select the staff member you want to assign the lead. After submitting the sta...
  • Lead Activity Log

    To track lead activity open a lead modal and click on the Activity log tab. All importand actions wi...