Adding Leads

Steps to Add a New Lead:

1. Log In to the Application:

   • Open the "Marketing Balloon" application and log in with your credentials.

2. Navigate to Leads:

   • On the left sidebar, find and click on the "Leads" option.

3. Open Add Lead Window:

   • In the "Leads" section, click on the "Add lead" button located at the top-right corner of the screen.

4. Fill in Lead Information:

   • A popup window titled "Add lead" will appear with various fields to fill out.

5. Enter Company Details:

   • Company Name:
     • Enter the name of the company in the "Company name" field.
   • Status:
     • Select the status of the lead from the dropdown menu (e.g., "New").
   • Owner:
     • The "Owner" field is pre-filled with the name "Ranga Zulu". Change it if necessary.
   • Source:
     • Select the source from which the lead originated from the dropdown menu (e.g., "Google").
   • Address:
     • Enter the company address in the "Address" field.
   • City:
     • Enter the city in the "City" field.
   • State:
     • Enter the state in the "State" field.
   • Zip:
     • Enter the postal code in the "Zip" field.
   • Country:
     • Enter the country in the "Country" field.
   • Phone:
     • Enter the contact phone number in the "Phone" field.
   • Website:
     • Enter the company website URL in the "Website" field.
   • VAT Number:
     • Enter the VAT number in the "VAT Number" field.
   • Currency:
     • If different from the default (GBP), select the desired currency from the dropdown menu.
   • Currency Symbol:
     • If different from the default (£), enter the desired currency symbol.

6. Save Lead Information:

   • Once all fields are filled out, click the "Save" button at the bottom-right corner of the popup window to add the new lead.

7. Close Add Lead Window:

   • If you do not wish to save the lead, click the "Close" button to exit the popup window without saving.

By following these steps, you can effectively add a new lead in the "Marketing Balloon" application.