Jan 13, 2024
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To add a lead, from the Leads main menu page:
- Click the Add button.
The create lead page will load.
- Enter a first name and last name for the lead. Enter a company for the lead using the company field. If the company is not already in the system, click add new and add the company. You can find instructions on how to add a company here.
- If the company field is left blank, the system will create a company with the first and last name of the lead as the company name.
- Go through and fill in the rest of the fields. Once you finish and review the information you have entered, click Create.
The page for the lead will load.
We have an article covering the leads page and all associated sub pages here!