How to Add Leads Function in Telagus?

Welcome to our Telagus tutorial series! In this video, we'll guide you through the process of adding leads directly into Telagus using the "Add Lead" function.

Here are the steps for using the "Add Lead" function in Telagus:

1. Accessing the "Add Lead" Function: Click on the "Add Lead" button to open the menu for adding a lead.

2. Filling Lead Information:

          A. Assigned To: Choose a team member to assign the lead to or leave it blank.

3. Entering Contact Information:

         A. First Name, Last Name: Enter the lead's first and last name.

         B. Email Address, Mobile Number: Provide the lead's contact details.

         C. Adding Multiple Contacts: Click on "Add Person" to add multiple contacts per lead.

         D. Defining Primary Contact: If adding multiple contacts, designate a primary contact by checking "Make this Contact Primary".

4. Entering Company Details:

        A. Company Name: Enter the name of the lead's company.

        B. Title for the Company: Specify the lead's position or title within the company.

        C. Country, Notes: Add additional company information such as country and any relevant notes.

        D. Price and Documents: Optionally, define a price for the lead and upload any relevant documents.

5. Reviewing and Saving: After adding all necessary details, review the information and click on the "Add Lead" button at the bottom of the page to save the lead in Telagus.

6. Canceling: If you decide not to proceed, you can always cancel by clicking on the "Cancel" button.

7. Confirmation: Once the record is saved, it will start displaying in the list on the Leads page.

By following these steps, you'll be able to efficiently add a lead to Telagus with all the necessary information.