How to create a new lead

In your amoCRM account you can create new leads with your clients.

To create a new lead you will need to:     

  1. Press “Leads” icon in the left menu;
  2. Press “Add lead” button in the upper right corner;

 

After clicking “Add lead” button, a card of a new lead will open with blank fields, where you can enter:

  1. Lead title;
  2. Responsible for lead (owner of the account becomes a responsible user by default);
  3. Sales budget of a lead;
  4. Lead status;
  5. Lead contact (in case such contact already exists, additional fields such as Company, Job title, etc., will be filled in automatically);
  6. Notes to the lead;
  7. Add file to the lead (the maximum size for each file is 128 MB);
  8. Add a To-do.

 

After filling in all the fields, to complete creating of a new lead, click the button "Save" in the upper right corner of the screen. Done! You have created a new lead!

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