Add lead via Leadform

In 3sigma CRM, creating new leads is a breeze! You can customize lead forms to fit your specific requirements, ensuring that you capture all the relevant information for effective lead management. Follow these simple steps to create and customize your leads.

How to Create a New Lead

1. Access the Leads Section:

   • Open the 3sigma CRM app.

   • Navigate to the Leads tab.

2. Create a New Lead:

   • Tap the + button located at the bottom of the screen.

   • This action opens the lead creation form.

3. Fill in Lead Information:

   • Enter essential details such as the lead's name, phone number, and other relevant information.

   • Use the customizable fields to add specific information that suits your sales process.

Customizing Lead Sources

1. Modify Lead Sources:

   • At the top of the Leads screen, you can customize the lead sources according to your business needs.

   • This feature allows you to ensure that leads are categorized correctly, enhancing organization and tracking.

Editing Lead Forms

1. Access the Edit Feature:

   • Tap the pencil (edit) icon located at the top of the Leads screen.

   • This will enable you to edit the lead form to suit your requirements.

2. Add New Fields:

   • Add additional fields, such as Sales Values, Notes, and Phone Numbers.

   • Customize these fields to collect the specific data you need for each lead.

3. Save Your Changes:

   • Once you have made the necessary adjustments, be sure to save your changes to ensure that your new fields are included in the lead forms.

For further assistance, reach out to our support team through the "More > Get Help" option in the app.