Lead Creation & Status Update

How to Create a New Lead in Futex CRM

Follow these steps to create a lead using the New Lead form:

Step 1: Open the Leads Module

Navigate to Leads → New Lead from the main menu to access the lead creation screen.

Step 2: Enter Client Information

Fill in the basic client details:

• Client Name – Name of the individual or business

• Email – Primary contact email

• Mobile Number – Client contact number with country code

Step 3: Select Lead Type

Choose the appropriate Lead Type to categorize the lead (e.g. Sales Inquiry, Support Request, Marketing Lead).

Step 4: Add Lead Title and Date

• Lead Title helps identify the opportunity clearly

• Date records when the lead was created or received

Step 5: Assign Campaign (Optional)

If the lead is generated from a marketing activity, select the relevant Campaign to track performance.

Step 6: Save the Lead

Click Save to store the lead in the system. The lead will now appear in the Leads list for further action.

Why Lead Status Tracking Matters

Updating lead status helps sales teams:

• Monitor conversion progress

• Identify high-potential leads

• Improve follow-up efficiency

• Generate accurate sales reports