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 instructio…
Looking for a specific section? Use the table of contents below to jump straight to it! * The Overview Page * Notes & Tasks * Utilities * History When you add a lead, or click on a lead from the Leads menu, the lead’s overview page will load. It allows you to update information for the lead. You will see a menu …