Onexfort - Adding Leads

Having a Centralized Lead Management allows businesses to track and manage all their leads in one place. This helps ensure that no potential client is overlooked, and all lead data is easily accessible to your sales team 

By adding leads into the system, you can track the progress of each lead through various stages of the sales funnel. This helps your team stay organized and ensures timely follow-up, improving conversion rates 

To add opportunities in Onexfort, follow these steps: 

1. Access your Onexfort account through the login page

2. Click the "Add Opportunity" or similar button. (Plus button beside the opportunity tab on the left panel)

3. Fill in Customer details and click "Create opportunity" to save

4. After saving you shoud land on the customer's profile. From there save additional information about the customer's inquiry on the notes (Items to move, location access etc.) which you would usually get from the lead source (email, lead source site). Click "Done" to save