Get Started with Leads inside Aritic Sales CRM

To get into Leads ->Click on “CDP” ->Click on “Leads”.

The lead can be added in 2 ways either by providing complete information about the Lead “Add New Lead” or in a quick manner with a “Quick Add Lead”.

To add a new lead -> Click on drop down option -> Click on “Add New Lead”.

Provide all the required information of the lead and click on “Save & Close”.

Once clicked on the page will be redirected to the 360 view of the Lead, where all the information about the lead is present like Activities of the lead, tasks of the lead.

In the 360 View the Lead can be added into the Segments, Campaigns, Deals etc.

The below is the picture of the Lead in 360 View.

To add a Quick Contact -> Click on “Quick add lead” provide all the information and click on “Save”.

To get to know all DND Contacts -> Click on Drop down -> Click on “All DND”.

To display the Leads in the table format Click on the “Grid View”.