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How to generate a Lead Registration Request
Posted by The Team at Mindmatrix on 19 October 2015 08:02 AM

Step 1: Click to expand the “Manage” menu and then click on the “Lead Registration Request”.

Step 2: Click on “Create Lead Request”.

C:\Users\admin.NEWPLANS\Desktop\Sunaina\Mindmatrix\August 2015\How to generate Lead Request\Image for create lead request.png

Step 3: Fill in the Lead’s contact and demographic information and click on “Save”.

C:\Users\admin.NEWPLANS\Desktop\Sunaina\Mindmatrix\August 2015\How to generate Lead Request\Image for lead details 3.png

A) Company Name: Enter the name of the company here.

B) Contact Email: Enter your email address here.

C) Pin Code: Enter the pin code here.

D) Company Address: Enter the address of the company here.

E) Contact Person: Enter the name of the contact here.

F) Contact Number: Enter the contact number here.

G) Website URL: Enter the website URL here.

The lead request has been created and will be shown under “Pending Leads”. You will now have to get approval from the administrator.

C:\Users\admin.NEWPLANS\Desktop\Sunaina\Mindmatrix\August 2015\How to generate Lead Request\Image for lead request created and shown in pending leads.png

 

Lead Registration Approval

Step 4: Click to expand “Manage” and then click on “Lead Registration Approval”.

Step 5: You will find 3 options. “Request For Approval”, “Approved Leads” and “Rejected Leads”.

Approved Leads will show you the list of leads that are approved.

Rejected Leads will show you the list of leads that are rejected.

Click on “Request For Approval”.

C:\Users\admin.NEWPLANS\Desktop\Sunaina\Mindmatrix\August 2015\How to generate Lead Request\Image for lead approval.png

Step 6: Click on “Approved” in the status section and click on “Save” at the bottom.

C:\Users\admin.NEWPLANS\Desktop\Sunaina\Mindmatrix\August 2015\How to generate Lead Request\Image for lead approval details.png

C:\Users\admin.NEWPLANS\Desktop\Sunaina\Mindmatrix\August 2015\How to generate Lead Request\Image for status.png

Step 7: You can also select the duration for the approval or rejection of the lead (minimum 1 month and maximum 6 months).

C:\Users\admin.NEWPLANS\Desktop\Sunaina\Mindmatrix\August 2015\How to generate Lead Request\Image for duration.png

Step 8: You can confirm the approval in the “Approved Leads” section.

C:\Users\admin.NEWPLANS\Desktop\Sunaina\Mindmatrix\August 2015\How to generate Lead Request\Image for checking approved leads.png

 

You have successfully generated a Lead Request.

 

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