FAQs in this section
Can I convert multiple Leads at once?
How do I convert a Lead?
How can I get notified when a Lead is assigned to me?
Is it possible to delete all Leads?
What is Contact or Lead Generation?
How do I enable the Leads module?
How to create a Lead using Quick Create?
How do I transfer Lead ownership to another Sales rep?
How do I export Leads?
How do I create a Quote from a Lead record in Vtiger CRM?
Is it possible to create Quotes directly from a Lead record in Vtiger CRM?
How can I find out when and how I last contacted a lead?

How do I create a Lead from the Leads module?

Follow these steps to create a Lead from the Leads module:
  1. Log in to your CRM account.
  2. Click the Main menu.
  3. Go to Essentials.
  4. Select Leads
  5. Click +Add Lead.
  6. Fill out all the necessary fields.
    • You can fill out only the mandatory fields (marked with *) or all the essential fields. 
    • Click View full form to see all the fields.
  7. Click Save.
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