YoroCRM allows you to create targeted campaigns to reach out to your customers effectively. Follow these steps to create a Lead.
- Log in to your YoroCRM account and navigate to the Leads module.
- Click on the “Add Lead” icon in the top left corner of the screen.
- Enter a name for your Lead in the “Lead Name” field with key and description as shown below.
- Choose the appropriate template for your Lead and customize it as needed.
- Create and save your Lead.
Once you have completed these steps, your Lead will be ready to go. You can monitor the progress of your campaign and view the results in the Leads module.
- Choose Custom Fields or Form and select the necessary inputs and click Next.
- If you don’t need a form, you can remove form.
- Provide Task ID and choose Currency.
- Click Create.
