Create a lead

You can add a new lead from the Leads page in the sidebar.

1. 1Open Leads from the sidebar.
2. 2Click Tilføj lead in the top right of the page.
3. 3Fill in the contact details. At minimum you'll want the company or person name, plus either an email address or a phone number so you can follow up later.
4. 4Add anything else you already know (source, notes, an initial follow-up date), then press Gem.The new lead appears at the top of the list. From there you can open

it to add notes, schedule the next contact, or qualify and convert it into a customer when it's ready.

If you have a list of leads to import (a spreadsheet exported from another system, for example), use the Import page instead of adding them one at a time.

From an email in Outlook. The DealJourney add-in turns the sender of the mail you are reading into a lead. Choose who is responsible for them there and the lead arrives already assigned, so nobody has to reassign it here afterwards.