Adding a vCard

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A vCard is an electronic business card. You can add a vCard of a lead.

You can also add a lead by first adding a vCard of the lead.

To add a vCard:

1.Click Add vCard on the menu bar.

The Add vCard page is displayed, as shown in Figure 1.

 

addvcard

Figure 1 Adding vCard

2.Select the source of the vCard, such as Advertising, Employee Referral, and so on.
3.Specify the rating of the lead. Rating specifies the chances of a lead being a prospective client. Some of the options of the Rating field can be "Hot" and "Cold". You can add the options in the Rating field in the Admin module on the Admin > Configure Modules > Leads > Lookup Lists page.
4.Select the site of the lead. You can add the options in the Site field in the Admin module on the Admin > Configure Modules Website > Lookup Lists page.
5.Click Browse to locate the vCard on your system.
6.Click Save to add the vCard.

The Add Lead page is displayed. The field values that are available in the vCard are automatically populated. For more details, refer to Adding a Lead.