How Do I Enter a New Lead?

Created by Alsabana Sahubarali, Modified on Mon, 4 Nov, 2024 at 9:08 AM by Alsabana Sahubarali

Select "Create New" on the left side beneath the search bar and click "Lead"

Enter in the lead contact information and click "Save" (Disregard the Follow-Up section unless you did not reach the client and need to set a follow-up date)