Zurmo – Creating a New Lead

You’ve come across a new business lead and want to document the details in Zurmo so you can follow up on all of your progress. Zurmo makes it very easy to navigate establishing a new lead. Let’s get started!

The first step is to make sure you are on your Zurmo Dashboard. By selecting the “Home” button you will be situated on your Zurmo Dashboard.

Home Dashboard

Once on the Zurmo Dashboard, you notice the panel with the “Home” button also contains several other options such as Inbox, Accounts, Leads, Contacts, Opportunities, Marketing, Reports, and Products. To create a new “Lead”, hover your mouse cursor over the “Leads” option and left click to select the “Lead” option.

Leads

Once the Leads option is selected, a new window opens and presents you with four options: +Create, Update, Export, and Delete. To create a “Lead” select “Create”.

Create Lead II

Once the “Create” option is selected, a new window opens and presents you with multiple lines of demographic detail available to complete. Simply start with the name of the lead and go from there entering all of the detail you have available for this lead.

Once you have completed entering all of the data you have on the lead into all of the available fields, consider the level of “Permissions” you want establish for this lead and select the appropriate radio button for either “Owner” or “Everyone”. In the example below, I have selected “Everyone” which will allow everyone the opportunity to see this “Lead” and the details involved with this “Lead”.

Rights

The last step in creating a new lead is to save your data for the new “Lead”. To do this scroll down to the bottom of the window for the new “Lead” and select the “Save” option.

Save

Once the “Save” option is selected, a new window will open to display a summary of the detail you entered. Here is a partial view of what you will see.

Details

Don’t worry if you don’t have details for every field related to a “Lead”. As new information comes available to you, you can return to the “Lead” and add new information, notes, and actions. We will cover the approach to doing that in an upcoming post.

Congratulations, you’ve created a lead in Zurmo!

(c) 2013 Windsor Wallaby. All rights reserved.

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Author Spotlight

Windsor Wallaby

Windsor Wallaby

Windsor Wallaby is an independent and enthusiastic Zurmo CRM supporter and Open Source contributor. Active on the Zurmo user forums and a regular personality on the weekly Zurmo developer's conference call, Windsor is committed to building helping relationships by Listening, Learning, Doing, and Sharing. Windsor works with Zurmo CRM daily to track business opportunities and contacts. Windsor also integrates Zurmo as a core platform component for in-house and bespoke IT development projects.

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