How to Create a Lead

Easily create leads in CloudOffix:

Starting with the app drawer, click CRM, located in the Sales Cloud.

CloudOffix App Drawer - CRM App

Hover over the ‘Sales’ heading at the top of the screen and click on ‘Leads’

Sales Menu - Leads

In the next screen, click on the ‘New’ button.

Click New

The system will automatically generate a name for the lead.

Enter the customer details.

Lead name

If the lead’s company is already saved, we can choose it from the drop-down list and all the relevant details will be automatically filled for us. 

Our salesperson is assigned automatically, which is determined by the person creating the lead. A different salesperson can be assigned from the salesperson field.


On the right side of the form, complete personal information about our lead. 

Set the priority level for your lead, 3 stars being high priority.


At the bottom of the screen, there are tabs where we extra information like internal notes, extra info about the lead, and geolocalize.

Click ‘Save’, and we have now created a new lead.