How to Add Leads in CRM

Support and sales agents can manually add new leads into the CRM using the admin panel. Follow the steps below to enter lead details and assign them for follow-up.

Step 1: Login to the Admin Panel

Visit the admin panel login page:

https://sts.sarabit.com/myadmin
Enter your admin credentials and click Login.

Step 2: Navigate to Lead Generation

From the left sidebar menu, click on Lead Generation.
This will open the lead management section where all CRM leads are listed.

Step 3: Click "Create New"

Click the Create New button at the top-right to open the lead creation form.

Step 4: Fill Out the Lead Form

Complete the following fields in the Create New CRM Lead form:

Name: Full name of the lead

Email: Lead's email address

Phone: Contact number

Source: Origin of the lead (e.g., website, referral, ad campaign)

Note: Any relevant notes or context about the lead

Status: Current status (e.g., New, Contacted, Qualified)

Assigned Agent: Select the staff member responsible for follow-up

Step 5: Save the Lead

Once all information is entered, click the Save button.
The new lead will be added to the CRM and visible in the lead list.

What Happens Next?

The assigned agent can view and manage the lead from their dashboard. Follow-up actions can include calls, emails, status updates, or converting the lead into a client.