CRM > Leads / Create and Delete Lead

Create and Delete Lead

In ELMA365 you can create leads manually or automatically using web forms and API. See below for details.

 

Creating lead manually

You can add a lead manually in one of the following ways:

 

  1. Go to CRM>Leads. Click the +Lead button in the top right corner of the page.

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  1. In the Companies app of the CRM workspace on a create, edit or view page of the item click the +  or the +Create sign in the Leads field. The lead you’ve created in this way will be linked to the corresponding item of the Companies app.

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  1. On a create, edit or view page of the Contacts app item click the +  or +Create in the Leads field. The lead you’ve created in this way will be linked to the corresponding item of the Contacts app.

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When you create a new lead the only field you must fill in is Name. The other fields can be specified later.

 

Creating lead via API

You can use API to create new items of the Leads app and add them to a specific pipeline. The request parameters can be found in the WebAPI article. Read more about WebAPI functions in the Introduction to WebAPI article.

 

Creating lead via Web Form

 

You can create web forms and add them to your website. After a client has filled out the form, a new lead will be created in the CRM workspace out of the data he or she has entered.

 

In the web form settings, you can specify a pipeline to which the newly created lead should be added. Read more about web form settings in the Web Forms article.

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Deleting lead

 

To delete a lead, you should add the Delete button to the lead’s page.

начало внимание

Only users included in the Administrators group can add buttons to the lead’s page.

конец внимание

Open the view page of the lead and click the gear icon in the bottom left corner of the page. The plus_sign  sign will appear next to the default buttons. Click the sign and select “Add the “Delete” button”.

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The button will be added to the page. Only users having delete permissions can use this button.

 

Read more about adding buttons to pages in the Customizing Pages of App Items article.

 

How to view previously deleted leads

 

The leads you’ve deleted are not visible in the pipeline. To view them, select the necessary pipeline, and in the search bar at the top of the page click the Search by parameters Pipeline_icon sign. In the top right corner of the window that will appear, click Removed.

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The page with a list of removed leads will open.