The Question:

I actively purchase lists of leads from information providers, but only receive minimal data on each lead (name, number, and sometimes company/address). Is this sales lead information enough to create a new sales lead? If not, what else lead details do I need?

The Answer:

A name and number are plenty enough in order to create a sales lead. In Apptivo, the only required field to get leads created is the “Last Name”, although you should typically supply either an email address or a phone number in order to assure you can contact that person using it.

To know more about Apptivo Leads App, go through the Leads App Documentation.

Let us now see it in action of how to create leads.

Sales Lead Generation

To create a sales lead, log  in to Apptivo, and then click on the Leads App. On the Leads dashboard, click on the “Create Lead” button located in the upper left hand corner.

create lead

This will open a pop up window, which will request some basic informations about the lead (first name, last name, email, phone number, lead contact details etc.,). In your case, it sounds like this may be plenty for most of your leads. Once satisfied, just click on the “Create” button to create your new lead!

creating new lead

You can view the created lead as shown in the image below:

new lead

Capture Leads from Websites

Besides creating leads manually in the system, Apptivo allows you to collect leads from your websites. This enables you capture all interested prospects online, without missing any one.

Back to Getting Started page

Latest Blogs

No Image in Post

Apptivo's Integration with Amazon SES for Outgoing Email Server

Amazon Simple Email Service (SES) is an email platform that provides an easy, cost-effective way to send and receive email using your email addresses and domains. Apptivo has migrated its email service to Amazon SES (Simple Email Service) to enhance the performance and reliability of our email services

Read more 
No Image in Post


1.What is customer service software? 2

Read more 
No Image in Post

Maximize your business performance with seamless CRM Integration

1.What is CRM Integration? 2

Read more