WEBVTT

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Open Leads in Pixie CRM then choose New Lead A
lead records an enquiry

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before it becomes a customer This demonstration
creates a fictional

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enquiry in the training workspace using the
status and source configured

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in the earlier tutorials

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Choose New Enquiry as the status and Website
Enquiry as the source

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Confirm Alex Morgan as the assigned owner Status
describes the current

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stage source records the enquiry channel and the
assigned owner

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is the team member responsible for this lead

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Enter Oliver Hughes the position Operations
Manager and the demonstration

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email and phone number Use accurate details and
your organisation's

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handling rules when creating real enquiries The
contact details

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shown here are reserved fictional examples

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Add Cedarhouse Advisory marked as a training
company In Description

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record a short factual summary of the enquiry
Clear context helps

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the owner understand what the prospect needs
without having to reconstruct

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the first conversation

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Review the visibility and contact-history choices
before saving

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Public remains off Clear Contacted Today because
this fictional

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enquiry has not been contacted Do not record a
contact event that

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has not happened Check the selected status source
and owner once

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more

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Choose Save and wait for the saved lead profile
Close the profile

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to return to the list then confirm Oliver Hughes
appears with the

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selected stage and source The enquiry is now
recorded for the next

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follow-up workflow This tutorial does not contact
the prospect or

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convert the lead into a customer