Adding Leads to Your Pipeline

Adding Leads to Your Pipeline

The BD Pipeline helps you track potential customers and partners.

How to Add a Lead

1. Go to BD Pipeline in the sidebar
2. Click the + Add Lead button
3. Fill in the required information:

- Company name

- Contact person

- Email

- Lead type (Customer, Partner, etc.)

1. Set the initial stage (usually "Identified")
2. Click Save

Lead Information

You can add detailed information:

• Company website
• Location
• Industry
• Notes about the opportunity
• Contact phone number

Tips

• Add leads as soon as you identify them
• Keep notes updated after each interaction
• Use tags to organize leads by industry or priority