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".
System_Configuration.png

Turning on the CRM Wizard

Enable the CRM Lead creation wizard by toggling the feature ON and then Save.
CRM_Wizard_Config.png

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"
CRMNewLead.png
 
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"
CRMWizardNewLead.png
 
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.
CRMWizardNewLeadCreated.png

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"  
CRMNewLead__1_.png
 
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" 
CRMWizardNewOrg.png
 
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.
CRMWizardNewOrgBI.png
 
Your new Organization has been created.
CRMWizardNewOrgCreated.png

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