Create a Lead

To create a new lead, follow the steps below:

Path -> Web App

1. On the home page, click on the “web App”.
2. To create a lead , click the “”Main Menu icon located at the top-left corner of the screen, then select “Leads” dropdown and select "leads".
3. Click on “” button to add the lead details.
4. Enter the details in the form and click “Save”.
5. Click on “”, icon to view the lead details.
6. Click on “”, icon to edit the lead details.
7. Click the “Work” dropdown to view the work activity.
8. Click the “STATUS UPDATE” dropdown to view the status.
9. Click “+Add Note” to add a reminder.