In Centra HUB CRM, Lead represents any individual or a business entity, with which a company may do business. In general, it represents an individual or entity who has ever shown interest to do business dealings with the company. Leads are obtained through many channels of the marketing campaign. Once the leads are collected it becomes the task of the sales department to convert the Lead into a potential customer.
Company refers to the name of the company.
It is the salutation of the person.
Enter the last name of the person.
Select the lead state from the drop-down list. (Qualified or Unqualified)
Refers to the user having access to the page.
Select the campaign through which the Lead is obtained.
refers to State of the Lead. (Hot - highly interested, Warm- moderately interested and cold- not interested)
Enter the contact details of Lead.
Enter if any additional details required for the Lead.
Note: You have Save and New option to save the current Lead and automatically load a new page to create a new Lead or Cancel to cancel the current Lead creation.
No card required
To edit a Lead.
To select the view layout of the Lead Page.
User having access to the page.
To create a new lead.
To perform various actions.
To view leads in list view or split view.
To search a specific lead.
To search a Lead by using filter options.
To edit details regarding the Lead.
To delete any Lead.
To print the required data.
To clone the selected Lead and enter the desired details.
To show complete details of the Lead.
To create tags.
Shows the list of all activities with reference to a Lead.
Shows the history of performed actions.