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How to Create a Lead in AgentRoof CRM

What

Follow Happensthese Whensteps to add a Leadnew Islead Deleted?to AgentRoof CRM.

Steps

Deleting

    Log in to AgentRoof CRM using your assigned credentials. From the left-hand navigation menu, click CRM. On the CRM page, click the + button located in the Leads row to create a leadnew removeslead. In the pop-up window, enter the lead's Full Name. Provide at least one contact method for the lead by entering a Phone Number, an Email Address, or both. Select the appropriate Lead Source from the activeavailable CRMoptions. recordsIf the required source is not available, click the + button next to the Source field and makescreate ita nonew longersource. visibleClick Save to create the lead.

    Result

    The newly created lead will be displayed on the CRM page.

    page

    AgentRoof CRM uses a soft-delete process. If the same leadand is recreatedready usingfor the exact same primary contact information, such as the same email address or phone number, previously associated information—including notes, action plans,follow-up and email history—can be restored.management.

    Method 1: Delete a Lead from the CRM Page

    Steps

      Navigate to CRM.

      Select the checkbox next to the lead you want to delete.

      Go to the more option

      Click the Delete button.

      Review the confirmation message.

      Click Yes to confirm the deletion.

      The selected lead will be deleted successfully.

      Method 2: Delete a Lead from the Lead Profile Page

      You canhave alsosuccessfully deletecreated a lead directly from its profile page.

      Steps

        Navigate to CRM.

        Open the desired lead record.

        Click the Profile tab.

        Scroll down and click Delete Lead.

        Review the confirmation message.

        Click Yes to confirm the deletion.

        The selected lead will be deleted successfully.

        Note

        Deleting a lead does not permanently erase all associated information from the system.in AgentRoof CRM uses a soft-delete mechanism to preserve historical data for future restoration if the same lead is recreated.CRM.

        Conclusion

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