Account stores all the relevant details of the leads. It enables you to view or update the personal details, lead details, previous qualification details, employment details, document details and contact details of related account, you can also add multiple leads to one single account.



  • For updating details, click to edit icon of that particular lead.

  • For adding multiple lead to an account, click to plus icon.



To add personal details to the leads, you need to follow the procedure -


  • Click to the lead id or lead name given in the box at top right corner.

  • Enter personal details of lead in the page.

  • Select their customer type and category from the list.

  • You can add multiple mobile no, email address, website URLs and messanger from add button.

  • Upload relevant image file.

  • Add some remarks then click to save button.


Subsequently you can update lead details, previous educational details, employment details, documents and contact information from the page itself.



To add lead details -

  • Select lead details, it enables you to update the lead details of this particular lead.

  • Add lead date and then select source, lead type, lad stage and lead status from the list.

  • You have an option to select multiple program name and lead group.

  • Enter closing date and give some remarks regarding lead.

  • Now click to save button to lock lead details.


To add Educational details -

  • Here you have to add the previous qualification details of the leads

  • Add previous institution name, program name, year and total marks that a lead has scored. All the fields are mandatory to fill then click to save details.

  • To add new details click to add new button or to go back click to back button.


To add Employment details –

  • This option enables you to add employment details of the lead.

  • Enter company name where the lead is working, and year of his appointment in the company.

  • If the lead has left the job in the said company then click to check box.

  • Then add some remark and click to save information into the system.


To update Document details -

  • Click to add new button to record document details.

  • Select accounts/contacts with whom documents were related to.

  • Enter attached document name then select their type from the given options.

  • You can attach the copy of the relevant documents

  • Now click to save it or cancel it.


To update Contacts -

  • Similar to above details you can update the contact details of the accounts.

  • Click to add new button then fill all the contact details.

  • Add relation with the contact, occupation, income, address and mobile no. or phone number of the contacts

  • Then click to save button.

  • You can also go back to the previous page.