How To Add A New Lead Into JuicyCRM

The following process is for when a lead has come through to Strictly Savvy and is enquiring about our services and an account manager now needs to contact the potential client.

Adding an Opportunity/Lead from an Existing Contact

1. Log in to app.juicycrm.nz

2. Left navigation: Contacts

3. Search & open the existing contact’s profile.

4. Inside the contact record, scroll down and look for 'Opportunities'

5. Click '+Add'

6. Fill in the Opportunity details:

• Opportunity Name/Company Name - If you did not manage to get this, please put clients first and last name and advise in the notes

• Pipeline & Stage (e.g., New Lead, Discovery Call Had, Won)

• Owner / Assigned To

• Service Type - Virtual and Unknown will notify the virtual services sales manager, and Creative will notify the creative sales manager. 

• Lead Source

• Lead Received

7. Click Create

Add directly in Opportunities

1. Left nav: Opportunities

2. Click + Add Opportunity

3. Enter Contact details (either find an existing contact, or add a new one now)

4. Fill in the following opportunity details:

• Opportunity Name/Company Name - If you did not manage to get this, please put clients first and last name and advise in the notes

• Pipeline: 'Sales Pipeline'

• Stage: Usually 'New Lead' unless the discovery call has already happened. The sales team will inform you in the lead channel.

• Status: Open

• Owner: Brenna (for VA leads), or Anesha (for creative leads)

• Please briefly describe what support you are needing: copy and paste any details relating to the new lead in here

• Lead received: date that the lead first contacted us

• Lead Source: Choose from one of the options

5. Click Create