Adding a Lead
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 o…
CRM Leads Page
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 …
