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How do I create a new lead market?
Updated on May 31, 2017 04:45AM by Admin
According to Investopedia, Market is a medium that allows buyers and seller of a specific good or service to interact in order to facilitate an exchange. This type of market may either be a physical marketplace where people come together to exchange goods and services in person, as in a bazaar or shopping center, or a virtual market wherein buyers and sellers do not interact, as in an online market.
Apptivo Leads App, by default provides you with an option to create a new market while creating a new Lead or editing a lead.
Lets take a quick look at how to create or add a new market.
Steps to Create New Market
- Log in and access Leads App from your universal navigation menu bar.
- Click on “More” icon and select “Settings” located at the app header bar.
- Click on “Leads" drop down and select "Markets & Segments” from the left navigation panel.
- Click on "Create" button and specify:
- Name - Name of the market.
- Description - Description about the market.
- Click on "Create" button to complete.
- By default the created market will be in enabled mode.
- You can update market information by clicking on "Edit" icon, if needed.
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