Skip to main content

How to Create a New Lead from the Sales Pipeline?

In this article, you will learn how to create a new lead from the sales pipeline.

Written by David Arteaga

1. Start from the Sales Pipeline and Click on 'New Lead'

Start from the Sales Pipeline and Click on 'New Lead'

2. You Can Either Select and Existing Contact

You Can Either Select and Existing Contact

3. Or, Add the Information for a New Contact

Or, Add the Information for a New Contact

4. Decide if Leaving Drips Enabled or Disabled

Decide if Leaving Drips Enabled or DIsabled

5. Add the Job Address if You Have It

Add the Job Address if You Have It

6. Click on 'Start'

Click on 'Start'

7. See Your New Lead Showing on Your Selected Stage

See Your New Lead Showing on Your Selected Stage

If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.

Did this answer your question?