Chapter 1 – Creating Leads
Creating leads in S.I.M.P.L.E. is a matter of few steps and a couple of seconds. Follow the steps given below.
- Log into the system using your username and password (once you’ve logged in, you won’t need repeating this step).
- Click on the sales module or randomly type pipeline on the screen to locate the form. S.I.M.P.L.E. comes with the global search feature which makes searching simple.
- If you’ve chosen the traditional way to enter sales using the module, then you’ll see the dashboard with all the important information which has my pipeline box in the middle, click on that or you can select the same from the sales menu above.
- If you’ve typed pipeline on the main menu then you’ll see a list of options, select the first one (sales/sales/pipeline).
- After entering the pipeline menu, click on create and enter all the relevant details. Click save and the lead will be created.
Stay Tuned, in the next chapter we’ll learn how to create the various sales stages.
Also, if you want to know anything specific, do let us know in the comment section.