Add Lead Reference Names

Follow these steps to Add New Lead Reference in UdyogX.

Stepwise Instructions #

1. Log into the software.
2. Hover on “Lead” module visible on the left sidebar menu.
3. Click on “Add New” submenu that appears.
   
4. In the form that appears, fill the necessary details like “Lead Gen By”, ”Activity”, ”Client Name”, “Client Email”, “Client Address”, “Product”, “Contact Person”, “Mobile No.”, “Website Link”, “Reference”, Enter any “Comment” about the lead, Select date for “Next Contact On”.
5. To add “Reference” click on “Add” button next to Reference Input.
   
6. Input the name of “Reference” on the dialog box that appears.
7. Click on ‘Save’ button at the right side of dialog box.
   
8. A confirmation box will appear when the details are saved successfully.

By following these steps, you will successfully add a new Lead Reference in the Lead module.

Video Guide #