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CA Cloud Desk

Lead Management (Marketing)

Use the Lead Management menu to capture and track enquiries from prospects — from first contact to conversion as a client.

Path

Login (Partner Desk) → Lead Management

Log in to your CA CloudDesk Partner Desk. From the bottom navigation of the dashboard, click Lead Management to open the Lead Management module.

Partner Desk dashboard showing quick links and modules
Dashboard — access Lead Management from the marketing / bottom panel.
Footer navigation highlighting Lead Management option
Use the Lead Management option at the bottom of the page.

Lead Management tabs at a glance

On the Lead Management page you can see your leads grouped into three tabs:

  • Active Leads — all open leads you are currently working on.
  • Cancelled — leads that were cancelled or dropped.
  • Deleted — leads removed from the active list.
Lead Management screen with Active Leads, Cancelled and Deleted tabs and Add Lead button
Lead Management — use the tabs to switch between Active, Cancelled and Deleted leads. Use the + icon to add a new lead.

Step 1 — Review Active Leads list

1

Open the Active Leads tab

When you open Lead Management, by default you are on the Active Leads tab. Here you can see each lead with Created At, Name, Company Name, Created By, Mobile No, Lead Source, Lead Status and other columns.

To add a new entry, click the + (Add Lead) button on the top-right.

Step 2 — Add Lead (basic information)

2

Fill the basic Lead Information

After you click the + button, the Add Lead form opens. Start with the basic Lead Information section.

Lead Information (notes) Name* Company Name Mobile No* Email ID Lead Status Rating
Add Lead form showing basic lead information fields
Add Lead — fill the basic lead information first.
Fields marked with * such as Name and Mobile No are mandatory. Use Lead Information to briefly describe the enquiry.

Step 3 — More Info and additional fields

3

Click the More Info button

To capture detailed information about the lead, click the More Info button at the bottom of the Add Lead form. This expands extra fields.

Add Lead form with More Info expanded showing branch, lead source and other fields
More Info — use these fields to store complete lead details.

Fill the additional fields as needed:

Branch* Lead Source Assign To Annual Revenue Website Address Service / Select Service Country State District Pincode Description Attachments
Use Assign To to allocate the lead to a team member, and Lead Source to track where the enquiry came from (for example, Website, Referral, Campaign).

Step 4 — Submit and track the lead

4

Save the lead

After filling the basic and More Info sections, click Submit to save the lead. The record will now appear under Active Leads with the selected Lead Status and Assigned user.

If you want to stop without saving, use Cancel. You can later move leads to Cancelled or Deleted as per your workflow.