Add a sales lead on Android
On the Lead Management dashboard in the XgenPlus app, tap Add Lead. Fill in the service name, company, contact person, email, mobile number, country, city, lead type and amount. Add a note or a picture if you wish, then tap Add Lead. The app confirms Lead created Successfully.
For: EveryoneAndroid
How to add a sales lead on android
Where: Menu › Lead Management › Add Lead
- On the dashboard, tap Add Lead.
- Choose the Service name and enter the Company Name.
- Enter the contact person, email and mobile number. You can pick the person from your contacts.
- Choose the country, enter the city, choose the lead type and enter the amount.
- Optionally add a note and attach an image.
- Tap Add Lead.
When to use it
After a meeting, Meera adds "Acme Pvt Ltd" for the ERP service as a Hot lead worth 250000.
Options
| Field | Rule |
|---|---|
| Company Name | Up to 200 characters. |
| Contact person | Up to 35 characters. |
| A valid address, up to 50 characters. | |
| Mobile | At least 10 and up to 13 characters. One leading + is allowed. |
| City | Up to 35 characters. |
| Amount | Numbers only, up to 10 digits, not starting with 0. |
| Note | Optional, up to 500 characters. |
Good to know
- Services, lead types and countries come from the lists set up for your organisation.
- Adding a lead needs internet.
Common questions
Which fields are required?
All except the picture and the note.
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Updated 2026-10-28