Add New Lead

1. Click Sales in the sidebar to the left.

2. Click Leads List in the expanded menu. 

3. Click the New button in the top right corner of the grid. 

4. Enter required field information on Basic Details.
Keep in mind that there may be required fields on the last tab titled Custom Data.

· Initial Contact Date

· First Name

· Last Name

5. Click Create Lead once all required fields have been entered.

6. Validate that your new lead was created successfully back on the Lead List.

Need Help?

If you have questions or feedback about any of these features, please contact support using the in-app chat. Thanks for reading!