In your amoCRM account you can create new leads with your clients.
To create a new lead you will need to:
- Press “Leads” icon in the left menu;
- 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:
- Lead title;
- Responsible for lead (owner of the account becomes a responsible user by default);
- Sales budget of a lead;
- Lead status;
- Lead contact (in case such contact already exists, additional fields such as Company, Job title, etc., will be filled in automatically);
- Notes to the lead;
- Add file to the lead (the maximum size for each file is 128 MB);
- 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!