DripJobs Help Center

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 Salma Castillo

Updated over a week ago

1. Click on "Sales Pipeline"

Click on Sales Pipeline

2. Select "New Lead" button

Select New Lead button

3. Select The Contact By Clicking "New Contact", Or You Can Leave It Unselected And Create A New Contact From Scratch

Select the contact by clicking New Contact, or you can leave it unselected and create a new contact from scratch

4. Select where your client is coming from in the Lead Source dropdown

Select where your client is coming from in the Lead Source dropdown

5. Select The Deal Stage Where You Want Your Deal Card To Be

Select the deal stage where you want your deal card to be

6. Select Your Salesperson For This Deal Card And Your Project Manager

Select your Salesperson for this deal card and your Project Manager

7. When All Details Are Filled, Click On "Start"

When all details are filled, click on Start

8. This Is How It Looks Once Your Deal Card Has Been Created From The Sales Pipeline

This is how it looks once your deal card has been created from the Sales Pipeline

If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.