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How to Manage Leads

This guide shows how to add, view, edit, and delete leads in OfficeCentral. Leads represent potential customers or prospects who have not yet become full accounts.

? Where to Access CRM

Where to Access This Function

1. Go to CRM > Leads > View List
2. Here you can see all leads currently in the system and access the following actions:

Use the screenshot below to locate these buttons.

How to Add a New Lead

1. Click “Add New”.

2. Fill in the required fields:

   1. Personal Information

   No.	Field	Description
   1	Title	Select the appropriate title (e.g., Mr, Mrs, Madam, Dato’, Datin, Tun, etc.)
   2	Position	Job title or role of the lead
   3	First Name *	Lead’s first name
   4	Last Name	Lead’s last name
   5	Email	Enter a valid email address (e.g., email@companydomain.com)
   6	Phone	Enter phone number with country code (e.g., 60 for Malaysia)
   7	Identification Number	IC / passport number if applicable
   8	Gender	Select gender
   9	Religion	Select religion if applicable
   10	Race	Select race if applicable

   2. Company Information

   No.	Field	Description
   1	Company Registration Number	Official company registration number
   2	Company Name	Name of the company
   3	Industry	Select the relevant industry
   4	Number of Employees	Estimated number of employees in the company

   3. Company Contact Information

   No.	Field	Description
   1	Phone	Company phone number (include country code)
   2	Fax	Company fax number (include country code)
   3	Website	Company website URL
   4	Address Line 1	Primary company address
   5	Address Line 2	Additional address information (optional)
   6	Postcode	Postal code
   7	City	City location
   8	State	State
   9	Country	Country

   4. Lead Information

   No.	Field	Description
   1	Lead Source	Source of the lead (e.g., advertisement, referral, website)
   2	Lead Status	Current status of the lead
   3	Lead Type	Type of lead (e.g., Cold, Warm, Hot)
   4	Groups	Assign the lead to a group if needed
   5	Campaigns	Link the lead to a specific marketing campaign
   6	Note	Additional remarks or information about the lead

   ⚠️ Important Notes: Fields marked with (*) are mandatoryand must be filled before saving.

   • Ensure the email and phone number are correct so the sales team can contact the lead easily.

   • If the required option for Lead Source, Lead Status, or Lead Type is not available, you can create it in CRM Configurations – Base Selection Entities or clicking the Add button as shown below

     

3. Click Save to add the lead.

Tip: Make sure to fill mandatory fields (*) to successfully save the lead.

How to View Lead Details

1. From the Leads list, click “Details” icon next to a lead.

2. You can see all information stored for the lead, including:

   • Personal Information 

   • Company Contact Information

   • Lead Information & Lead Owner

   • Company Information

   • Notes 

3. Use this page to quickly check a lead’s history or information before follow-ups.

How to Edit a Lead

1. From the Leads list, click “Edit” next to the lead you want to update.

2. Update the fields as necessary (contact info, status, source, etc.)

3. Click Save to apply the changes.

Important: Only update fields relevant to current information. Avoid changing historical data unless necessary.

How to Delete a Lead

1. From the Leads list, click “Delete” next to the lead.

2. Confirm the deletion.

Notes:

• Only leads with no associated activities (tasks, follow-ups, or interactions) can be deleted.

• Deletion is permanent and cannot be undone.

• If a lead has existing activities, consider marking it as inactive instead.