Joomla Forms Lead Tracking Contact Relationship Management CRM Open Source GPL

Manually entering phone leads

Question: We have a phone based sales forc as well as in-bound phone calls which may not have visited the site, and have not filled out a form. When this happens, how can we add the information into Forms LT CRM?

Answer: There are two methods.

1) Just create a form and enter the customers information for them.

2) The system administrator can add leads via the back end. Here are the steps.

-1 Go to the LEADS control panel.
-2 In the upper right there is a link to ADD LEADS

-3 Select which form you want to add a lead to > Save.
-4 Select who the lead should be assigned to.
-5 If the phone lead doesn't have an email address, be sure to click the NO EMAIL check box, else the system will not add the lead.

-5 Click SAVE in the upper right of the page.

Upon submit, the STAFF person you assigned the lead to will get an email notification that they have a new lead.