Lead contact

Add Lead Contact: Create potential leads along with their company details.

Lead Form: Customize the lead form by toggling fields on/off. Preview the form on the right side. Copy-paste the form code for use anywhere needed.

Import & Export: Import data in the specified format. Export data in Excel format.

• Salutation: Choose how to address individuals: Mr./Mrs./Ms.

• Client Name: Enter the name of the new member or client.

• Client Email: Provide email details for communication.

• Lead Source: Track where engagement for the organization comes from.

• Lead Category: Classify leads based on their queries.

• Added by: Select employees who will interact with leads, editable fields.

• Company Name: Records the name of the client's organization or company.

• Website: Stores the official website link of the organization for reference.

• Mobile: Individual contact number for urgent communication.

• Office Phone Number: Organization's phone number for communication.

• Country: Records the country where the organization is located.

• State: Records the state where the organization is based.

• City: Records the city where the organization is located.

• Postal Code: Records the postal code for detailed location information.

• Address: Collects the complete address of the company for future reference.