{"id":60,"date":"2018-06-27T11:26:48","date_gmt":"2018-06-27T11:26:48","guid":{"rendered":"https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/?p=60"},"modified":"2018-11-22T06:34:39","modified_gmt":"2018-11-22T06:34:39","slug":"create-lead","status":"publish","type":"post","link":"https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/create-lead\/","title":{"rendered":"Create Lead"},"content":{"rendered":"<p>Lead is an important part of any business thus our CRM application make it easier for you to create new leads and saved inside CRM to access it later. Here is how you can create a new lead.<\/p>\n<p>From left side menu goto <strong>Leads &gt; Create Lead\u00a0<\/strong><\/p>\n<p>A form like below will be visible to you and you can also see a custom fields for leads so just add your lead information and click on <strong>save<\/strong> button below.<\/p>\n<p><a href=\"https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/wp-content\/uploads\/2018\/06\/create_lead.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-198\" src=\"https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/wp-content\/uploads\/2018\/06\/create_lead.jpg\" alt=\"\" width=\"1366\" height=\"659\" srcset=\"https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/wp-content\/uploads\/2018\/06\/create_lead.jpg 1366w, https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/wp-content\/uploads\/2018\/06\/create_lead-300x145.jpg 300w, https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/wp-content\/uploads\/2018\/06\/create_lead-768x371.jpg 768w, https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/wp-content\/uploads\/2018\/06\/create_lead-1024x494.jpg 1024w, https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/wp-content\/uploads\/2018\/06\/create_lead-60x29.jpg 60w, https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/wp-content\/uploads\/2018\/06\/create_lead-150x72.jpg 150w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>Lead <strong>status, source and type<\/strong> can be change from custom field section.<\/p>\n<p>If you want to view all custom fields for leads so just Go to <strong>Settings &gt; Custom fields &gt; Select Lead.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Lead is an important part of any business thus our CRM application make it easier for you to create new leads and saved inside CRM to access it later. Here is how you can create a new lead. From left side menu goto Leads &gt; Create Lead\u00a0 A form like below will be visible to [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[26],"tags":[],"class_list":["post-60","post","type-post","status-publish","format-standard","hentry","category-leads"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.1.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Create Lead - Upping Crm<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/create-lead\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Create Lead - Upping Crm\" \/>\n<meta property=\"og:description\" content=\"Lead is an important part of any business thus our CRM application make it easier for you to create new leads and saved inside CRM to access it later. 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