Articles in this section

How to Add a Lead via the CRM

Adding a lead right from your desk is very simple and can be done from both the pipeline and detailed lead views.

Step 1:

At the bottom right-hand corner of your screen, you will see a circle with a plus sign:

 

Screen Shot 2024-06-20 at 3.50.24 PM.png

 

Step 2:

Click on the plus sign, enter all the relevant information and attach a photo if you'd like, click 'Submit Lead', and get to work!

 

Screen Shot 2024-06-20 at 3.51.57 PM.png

Was this article helpful?
0 out of 0 found this helpful