Add Contacts to Lead

Lead Contact is those persons who are responsible to provide you the necessary information and usually, they are your contact person in that organization. Likewise, you can add multiple contact details related to a Lead in the system. 

For adding a Contact to Lead, you need to follow the steps given below

Step 1
Go to the ‘Leads’ from the left-hand side menu option and you will get redirected to the “Manage Lead’ screen.

Navigation Link: https://app.ismartrecruit.com/searchProspect

 

 




Step 2
Click on any of the Lead name and view dialog box will appear.

 


 


Step 3
You need to go to the third tab ‘Contacts’, to add the Lead Contact’.

 

 




Step 4

Click on to the ‘Add ’ button and you will view a dialog box, where you need to fill in all the necessary information.

 



 

 

Step 5
You can also mark the Lead contact as a ‘Key Contact’, to make your work easier to identify whether the lead contact is the same person you are communicating on a daily basis.

 

 


 

 

View Contact 

Once you add the Lead Contact you can view all the contact of that lead from the View dialog box. 

 


 

 

Note: You can also add the Contact to Lead while adding the Lead into the system. In addition to that, you can also add Lead Contact from LinkedIn as well. For more information please check