{"id":1430,"date":"2024-11-18T15:23:04","date_gmt":"2024-11-18T15:23:04","guid":{"rendered":"https:\/\/help.xodox.in\/?post_type=docs&#038;p=1430"},"modified":"2024-12-09T14:51:42","modified_gmt":"2024-12-09T14:51:42","password":"","slug":"create-new-lead","status":"publish","type":"docs","link":"https:\/\/help.xodox.in\/pt\/docs\/create-new-lead\/","title":{"rendered":"Create New Lead"},"content":{"rendered":"<div class=\"entry-content\">\n<ul>\n<li>Navigate to leads view from the main menu on the left side and click on the button new lead.<\/li>\n<li>You can also for quick approach add from the Quick Create menu by clicking on the top left caret and click New Lead, a modal will be open on whatever page you are inside Xodox CRM.<\/li>\n<li><strong>If you mark the lead public will be visible to all staff members<\/strong>, otherwise will be visible to the assigned member, creator, and administrators. Additionally if you want some specific staff member to see all the leads you can add permissions view, click <a href=\"#\">here<\/a> to read more about leads permissions.<\/li>\n<li>Leads can create all all staff members, staff members that are not admins <strong>will be able\u00a0to see the leads<\/strong> on the following cases:\n<ul>\n<li>If lead is created from the staff member itself.<\/li>\n<li>If lead is marked is public.<\/li>\n<li>If lead is not created from staff member but this staff member is assigned to this lead.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"wp-image-420 aligncenter\" src=\"https:\/\/help.xodox.in\/wp-content\/uploads\/2024\/11\/Leads-11-19-2024_07_50_PM.png\" alt=\"create new lead\" width=\"671\" height=\"459\" \/><\/p>\n<p>&nbsp;<\/p>\n<div class=\"st-alert st-alert-info\">If you got in touch the day when you add this lead dont uncheck the <b>Contacted today<\/b> field in the database will be automatically updated.<\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Navigate to leads view from the main menu on the left side and click on the button new lead. You can also for quick approach add from the Quick Create menu by clicking on the top left caret and click New Lead, a modal will be open on whatever page you are inside Xodox CRM. If you mark the lead public will be visible to all staff members, otherwise will be visible to the assigned member, creator, and administrators. Additionally if you want some specific staff member to see all the leads you can add permissions view, click here to read more about leads permissions. Leads can create all all staff members, staff members that are not admins will be able\u00a0to see the leads on the following cases: If lead is created from the staff member itself. If lead is marked is public. If lead is not created from staff member but this staff member is assigned to this lead. &nbsp; If you got in touch the day when you add this lead dont uncheck the Contacted today field in the database will be automatically updated.<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[25],"doc_tag":[],"class_list":["post-1430","docs","type-docs","status-publish","hentry","doc_category-leads"],"acf":[],"year_month":"2026-06","word_count":187,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"help-xodox","author_nicename":"help-xodox","author_url":"https:\/\/help.xodox.in\/pt\/author\/help-xodox\/"},"doc_category_info":[{"term_name":"Leads","term_url":"https:\/\/help.xodox.in\/pt\/docs-category\/leads\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Create New Lead - My CMS<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/help.xodox.in\/pt\/docs\/create-new-lead\/\" \/>\n<meta property=\"og:locale\" content=\"pt_PT\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Create New Lead - My CMS\" \/>\n<meta property=\"og:description\" content=\"Navigate to leads view from the main menu on the left side and click on the button new lead. 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If lead is not created from staff member but this staff member is assigned to this lead. &nbsp; If you got in touch the day when you add this lead dont uncheck the Contacted today field in the database will be automatically updated.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/help.xodox.in\/pt\/docs\/create-new-lead\/\" \/>\n<meta property=\"og:site_name\" content=\"My CMS\" \/>\n<meta property=\"article:modified_time\" content=\"2024-12-09T14:51:42+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Tempo estimado de leitura\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minuto\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/help.xodox.in\/docs\/create-new-lead\/\",\"url\":\"https:\/\/help.xodox.in\/docs\/create-new-lead\/\",\"name\":\"Create New Lead - My CMS\",\"isPartOf\":{\"@id\":\"https:\/\/help.xodox.in\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/help.xodox.in\/docs\/create-new-lead\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/help.xodox.in\/docs\/create-new-lead\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/help.xodox.in\/wp-content\/uploads\/2024\/11\/Leads-11-19-2024_07_50_PM.png\",\"datePublished\":\"2024-11-18T15:23:04+00:00\",\"dateModified\":\"2024-12-09T14:51:42+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/help.xodox.in\/docs\/create-new-lead\/#breadcrumb\"},\"inLanguage\":\"pt-PT\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/help.xodox.in\/docs\/create-new-lead\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"pt-PT\",\"@id\":\"https:\/\/help.xodox.in\/docs\/create-new-lead\/#primaryimage\",\"url\":\"https:\/\/help.xodox.in\/wp-content\/uploads\/2024\/11\/Leads-11-19-2024_07_50_PM.png\",\"contentUrl\":\"https:\/\/help.xodox.in\/wp-content\/uploads\/2024\/11\/Leads-11-19-2024_07_50_PM.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/help.xodox.in\/docs\/create-new-lead\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/help.xodox.in\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Create New Lead\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/help.xodox.in\/#website\",\"url\":\"https:\/\/help.xodox.in\/\",\"name\":\"My CMS\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/help.xodox.in\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/help.xodox.in\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"pt-PT\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/help.xodox.in\/#organization\",\"name\":\"My CMS\",\"url\":\"https:\/\/help.xodox.in\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"pt-PT\",\"@id\":\"https:\/\/help.xodox.in\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/help.xodox.in\/wp-content\/uploads\/2024\/10\/Xodox-Logo-01-2.png\",\"contentUrl\":\"https:\/\/help.xodox.in\/wp-content\/uploads\/2024\/10\/Xodox-Logo-01-2.png\",\"width\":573,\"height\":192,\"caption\":\"My CMS\"},\"image\":{\"@id\":\"https:\/\/help.xodox.in\/#\/schema\/logo\/image\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Create New Lead - My CMS","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/help.xodox.in\/pt\/docs\/create-new-lead\/","og_locale":"pt_PT","og_type":"article","og_title":"Create New Lead - My CMS","og_description":"Navigate to leads view from the main menu on the left side and click on the button new lead. 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