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Add a new lead

Did you just get a new lead? Fantastic! Here's how to add a new lead in Cirrus.

CustomerSuccessTeam avatar
Written by CustomerSuccessTeam
Updated over 3 years ago

Go to the + on the top left -> Lead -> Fill out information about the lead -> Save

After you have created your lead, you can edit the information, process and follow up. You can also change the status of your lead - Cold, Warm, Qualified or Converted.

When you’re done adding your new leads, you can easily start working through them by navigating between “Previous” and “Next”.

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