Futex CRM – Lead Creation & Status Update

Follow the steps below to create a new lead:

• Navigate to the Leads module

• Click on the “+” (Add New) button

• Enter the Lead Name

• Provide the Email Address

• Enter the Mobile Number

• Choose the appropriate Lead Type

• Select the Lead Date

• Choose the related Campaign

• Click on Add

✔ The lead will be successfully created. ✔ After creation, the Lead Dashboard will automatically open.

Once the lead dashboard opens, follow these steps:

• Go to the Lead Info tab

• Assign a Product to the lead

• Set the expected Closing Date

• Save the changes

• Open the Agents tab

• Select and assign the responsible Agent

• Save your selection

• Navigate to the Updates tab

• Click to add a new update

• Enter notes or follow-up details related to the lead

• Save the update

To change the lead status:

• Open the lead record

• Locate the Status field

• Select the new status (e.g., New, In Progress, Converted, Closed, etc.)

• Save the changes

This helps track the progress of each lead throughout the sales cycle.