Creating leads manually
Last updated
Last updated
Manually creating leads is the other method of adding leads into the LogixCRM in addition to importing them. Go to Leads on the top and click New Lead to create a new one. Double-click on blanks to edit. Ensure to fill in the required blanks, marked with a red asterisk *, and then click the save icon .
If you need to start over due to incorrect or improper data input, click the redo icon to blank out the current data.
To edit the lead further after it is created, click the name of the lead on the Leads page and start editing.
When a client is created in your LogixCRM with insufficient identity data, you might need to affix digital files of name card, ID card, bank account number, or more afterward. Follow the steps below to submit supplementary documents of the client.
1. Click Leads on the top. (The following steps are applicable to Accounts / Opportunities as well.)
2. Click the client’s name that you need to attach supplementary documents to open the personal information page.
3. Scroll down and go to the Attachments section.
4. Click New Attachment to create a new type of the attachment.
5. Click the drop-down list of Type to select a kind of document, and click Select File to attach the file.
The document types are: • Compliance Assurance • ID Front • ID Back • POA • Bank Statement • Driver’s License • Company Registration Certificate • Company Constitution
7. Repeat steps above to attach more documents or files.
Besides leads, you can do likewise to attach supplementary documents for accounts and opportunities.
The LogixCRM enables you to create records of clients’ purchases.
1. Click Leads on the top. (The following steps are applicable to Accounts / Opportunities as well.)
2. Click a client’s name to open the personal information page.
3. Scroll down and go to the Invoice section.
4. Click +Invoice at the top right.
5. Enter information of the invoice accordingly. Some data of the lead or your company that has been created in the LogixCRM will be loaded automatically.
• Company Address
Fill in the blanks with the information of your company that issues the invoice.
• Bill To
Provide the billing address and information of the recipient. The LogixCRM automatically generates the invoice number and current dates as the invoice date and due date.
• Item Description
Enter the details regarding the items for the invoice, such as unit prices, descriptions, item codes, and quantities, and enter the addition rate for the subtotal and the tax rate. You can attach digital files pertaining to the invoice by clicking Choose File to upload an image file, document file, or a video file. Besides, mark the invoice status as paid, unpaid, or overdue.
6. Click Save to finish creating the invoice.
More than one of your employees may manage or service the same client. Client status should be synchronized among them to make sure each of them knows the update-to-date info is modified by who and when, and to help you inspect user actions and well control clients’ details.
Go to Leads / Accounts / Opportunities on the top. Pick a client’s name and click it to open the personal information page. Scroll down and find the Logs section. All the logs regarding the actions performed on the client are listed in rows, including the date, time, actions that have been done for the client, and the persons of actions.
1. Refer to for leads, accounts, and opportunities to create and modify data fields.
2. Refer to “Help Text” mentioned in or to modify tooltip messages for data fields.
3. Refer to to create sections with various data fields for data display and data views.
6. Click Upload and Save and the supplementary file appears in the client’s personal information page. You can click the eye icon to view it or the pen icon to edit it.
