Clienox CRM
How to Create a Lead in Clienox CRM
Leads are the starting point of your sales journey in Clienox. You can create leads manually, record customer information, add contacts and addresses, classify prospects and assign them to your sales team.
Step 1 — Log in to Clienox
Open the Clienox CRM application at https://app.clienox.com and sign in with your company credentials. You need a valid user account and permission to access Leads. If you do not have access, ask your company administrator to invite you or adjust your role.
- Go to https://app.clienox.com (you will be directed to the login screen if you are not signed in).
- Enter your Email Address and Password.
- Select Sign In.
Step 2 — Open the Leads section
From the main CRM sidebar, open Leads. The Leads directory is where your team views, searches, filters and manages customer enquiries.
- View existing leads in the directory table.
- Search leads by name or other available filters.
- Apply filters to narrow the list.
- Create a new lead with the Add Lead action.
Step 3 — Click Add Lead
On the Leads directory, select Add Lead. This opens the Add New Lead form used to capture the prospect profile in one place — basic details, contacts, addresses, classification, sales data, assignment and notes.
Step 4 — Enter lead information
Complete the form sections using the field labels shown in Clienox. Required fields are marked with an asterisk (*) in the application.
Section 1 · Basic info
- Full name * — primary contact or account name.
- Company name — registered or trading name (optional for admin/workspace users; sales workspace users may see their organization as read-only).
- Phone * — primary phone number.
- Email — optional; must be a valid email if provided.
- Lead date * — date the lead was received, in dd-mm-yyyy or dd/mm/yyyy format.
Section 5 · Classification
- Lead source * — where the enquiry came from. Admins (and permitted users) can create a new source with “+ Create New”.
- Lead category * — how you classify the prospect. New categories can also be created from the form when permitted.
- Stage * — pipeline stage for the lead. Defaults to the first available stage; admins can create stages when needed.
- Priority — optional High, Medium or Low.
- Lead rating (1–5) — optional quality score.
Section 6 · Sales data
- Expected deal value — optional numeric value.
- Conversion probability (%) — optional 0–100.
- Expected closure date — optional date.
Section 7 · Lead assignment (global)
- Primary owner (assign to) — assign the overall lead owner when your role permits assignment.
- Secondary owner (optional) — optional supporting owner.
You can also add internal notes in Section 8 · Notes before saving.
Step 5 — Add contacts and addresses
Clienox supports multiple people on a lead and multiple addresses for follow-ups and field visits.
Section 2 · Contacts *
At least one contact with name and phone is required. Use Add contact to capture additional people.
- Contact person name *
- Phone *
- Email (optional)
Section 3 · Addresses
Addresses are optional. Use Add address when you need visit or correspondence locations. Address types available in Clienox are Office, Branch, Residence and Other.
- Address line
- Address type — Office, Branch, Residence or Other
- City, State, Pincode, Country
Optionally, Section 4 · Projects / requirements lets you capture opportunities on the lead (project name, type, cost, preferred location, notes and project-level assignment).
Step 6 — Save the lead
When the required fields are complete, select Save lead at the bottom of the form. Clienox validates the submission and, on success, creates the lead and returns you to the Leads directory. Open the new lead from the directory to continue in the lead detail workspace.
Step 7 — View and manage the lead
The lead workspace (Lead 360 / detail view) brings together the information and actions your role permits, including:
- Lead header and core profile information
- Activity timeline and activity input (calls, meetings and notes)
- Contacts and addresses management
- Projects / opportunities linked to the lead
- Notes
- Scheduling follow-ups and reminders where available
- Updating pipeline stage and other lead fields via edit actions
- Creating proposals, marking converted or lost when permitted
Step 8 — Assign the lead to a sales executive
Lead assignment can be set while creating the lead (Primary owner / Secondary owner) or updated later when you edit the lead — if your role allows assignment.
- Administrators and users with assignment permission can choose a primary owner from available sales staff.
- Other users only see the actions and owner options permitted by their permissions and data scope.
- In the employee sales workspace, assignment is locked to the creating user.
Conclusion
Congratulations! You have successfully created your first lead in Clienox CRM. Your lead is now part of your sales workspace, where you can manage customer information, track activities, schedule follow-ups and move the opportunity through your sales pipeline.
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