Introduction
The CRM Wizard is a feature that helps simplify setting up new leads and organizations.
Step One: Activating the CRM Wizard
Step Two: Using the CRM Wizard to create a new Lead
Step Three: Using the CRM Wizard to create a new Organization
Step 1: Activating the CRM Wizard
In order to use the CRM Wizard you must first enable the feature in the system configuration settings.
Navigate to System Configuration
Log into your administrative console and navigate to the System Configuration. Search for "Enable CRM Lead".Turning on the CRM Wizard
Enable the CRM Lead creation wizard by toggling the feature ON and then Save.Step 2: Using the CRM Wizard to create a new Lead
Once you have enabled the CRM Wizard in the system configuration settings you can start using the CRM Wizard to add your new Leads.
Navigate to the CRM Dashboard
Navigate to the CRM Dashboard and click "New Lead"Here you will see the CRM Wizard interface. To create a new lead, click on the "Lead" box for the type of record you want to create then hit "Continue"
Next you are asked to fill in the basic information about your new lead. Click "Complete" when you have filled in the information. The Lead Name is the only required field when creating a new lead.
Your new lead has now been created.
Step 3: Using the CRM Wizard to create a new Organization
Navigate to the CRM Dashboard
Navigate to the CRM Dashboard and click "New Lead"Here you will see the CRM Wizard interface. To create a new lead click on the "Organization" box for the type of record you want to create then hit "Continue"
Next you are asked to fill in the basic information about your new organization. Click "Complete" when you have filled in the information. The Organization Name is the only required field when creating a new organization.
Your new Organization has been created.