1. Click on the

    dashboard page and then click on “create”

    Screen_Shot_2020-10-26_at_15.07.26.png
  2. Click on “Leads” in the sidebar and then click on “Add Lead”

  3. Next, fill in all of the relevant information, add notes in necessary and then click save

Screen_Shot_2020-10-26_at_15.09.47.png

More Information on the fields to fill in:

  • Status - this is where the lead is in the sales process

  • Source - where the lead first heard about you

Did this answer your question?