![\"\"](\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/11\/Sales-Lead.png\")
<\/a><\/p>\nNavigation<\/h2>\n
You can create a sales lead using the following navigations:<\/p>\n
- \n
- In the left navigation panel, expand the\u00a0Recent Projects<\/strong>\u00a0menu and select any project. Hover over the Project breadcrumb at the top, expand the\u00a0Execute<\/strong>\u00a0module, and select Sales Lead<\/b><\/li>\n
- In the left navigation panel, Click the\u00a0ADD\u00a0<\/b>button\u00a0and select\u00a0Card<\/strong>.<\/li>\n<\/ul>\n
Steps to Add a Sales Lead<\/h2>\n
- \n
- Click the\u00a0ADD<\/strong>\u00a0button.<\/li>\n
- Enter the relevant attributes for the creation of a sales lead:\n
- \n
- \n
- \n
- Name: Enter the role of the sales lead.<\/li>\n
- Card Owner: Select the card owner for the sales lead.<\/li>\n
- Description: Provide a brief description of the sales lead.<\/li>\n
- Estimated Value: Enter the value for the sales lead.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n
- Fill in the other remaining attributes and click the\u00a0SAVE<\/strong>\u00a0button.<\/li>\n<\/ol>\n
To know how to quickly add sales leads from the left navigation panel, click here<\/a>.<\/p>\n
Default Sections in Sales Leads<\/h2>\n
The default sections appearing for a sales lead are Details, Linked Cards, Comments & Attachments, and Activity Log.<\/p>\n
Once the sales lead is created, the following tab is visible:<\/p>\n
- \n
- Details<\/b>: The Details section displays, gathers, and tracks all information related to the sales lead.<\/li>\n
- Comments & Attachments:\u00a0<\/b>The members can add comments related to the project item which are then listed in the Comments section. When a project item requires more data for reference, you can attach files that can be downloaded, edited, and uploaded. For more information, click\u00a0here<\/a>.<\/li>\n
- Linked Cards:<\/strong>\u00a0It helps you to set parent-child hierarchy and relationship between themes\/epics and workitems and trace them while working with them. For more information, click\u00a0here<\/a>.<\/li>\n
- Activity Log<\/b>: The Activity log displays the list of operations in reverse chronological order for activities performed such as updating, closing, reopening, etc. In the Activity Log, you can view the various versions and the differences between two versions of a workitem. For more information, click here<\/a>.<\/li>\n<\/ul>\n
Common Operations to Manage sales leads<\/h2>\n
- \n
- Edit<\/a><\/li>\n
- Import<\/a><\/li>\n
- Export<\/a><\/li>\n
- Multiline Add Item<\/a><\/li>\n
- Delete<\/a><\/li>\n
- Multi Sort<\/a><\/li>\n
- Column Settings<\/a><\/li>\n
- Print<\/a><\/li>\n
- Copy<\/a><\/li>\n<\/ul>\n
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- Import<\/a><\/li>\n
- Comments & Attachments:\u00a0<\/b>The members can add comments related to the project item which are then listed in the Comments section. When a project item requires more data for reference, you can attach files that can be downloaded, edited, and uploaded. For more information, click\u00a0here<\/a>.<\/li>\n
- Details<\/b>: The Details section displays, gathers, and tracks all information related to the sales lead.<\/li>\n
- Enter the relevant attributes for the creation of a sales lead:\n
- In the left navigation panel, Click the\u00a0ADD\u00a0<\/b>button\u00a0and select\u00a0Card<\/strong>.<\/li>\n<\/ul>\n