How To Create A Lead

IN THE CRM



1. Go to "Leads" in the settings panel on the left side of the screen.



2. Once inside "Leads" find a press the "New Lead" button.



3. inside "New Lead" fill in the information for the new lead, make sure you fill in the fields marked with a red * symbol such as "Source", "Status" and "Name".



4. After filling the information press "Submit" to save your changes.



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