Step-by-Step Guide to Adding a New Lead Contact and Company Details in an Application

BizCRM App

Locate the "Add Lead Contact" button on the interface.
Click on the button to initiate the process of adding a new lead contact.
Ensure you are in the "Lead Contacts" section of the application.
After clicking, you will proceed to the next step to view the "Lead Contact Detail".

Fill in the required fields:
- Salutation: Select from the dropdown.
- Name: Enter the contact's name (required).
- Email: Provide a valid email address (required).
- Lead Source: Choose the source from the dropdown.
- Mobile Number: Enter the contact's mobile number.
- Lead Owner: Confirm the assigned owner.
Save your input:
- Click on the Save button to proceed.

Click on the Company Details section to expand it.
Ensure all required fields marked with an asterisk (*) are filled out.
Review the Lead Contact Detail form for accuracy.
Prepare to enter additional information in the Company Details section in the next step.

Click on the Company Name field to input the name of the company.
Fill in the following required fields:
- Website: Provide the company's website URL.
- Mobile: Enter a mobile contact number.
- Office Phone Number: Input the office contact number.
Complete optional fields:
- Country: Select from the dropdown.
- State: Choose from the dropdown.
- City: Specify the city.
- Postal Code: Enter the postal code.
- Address: Provide the full address.
- Labeling: Select a label from the dropdown (marked with *).
After filling in the details, proceed to the next step by clicking on Save.

Ensure all required fields marked with an asterisk (*) are filled out.
Review the entered information for accuracy.
Click the Save button to save the company details.
If additional entries are needed, consider using the Save & Add More option.
If you wish to cancel, click the Cancel button.

test