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How to create a New Lead (Text/Video)
How to create a New Lead (Text/Video)

How to create a lead in BPro

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Written by Paul Premachuk
Updated over 5 years ago

Creating a new Lead in BPro is easy!  

Start by clicking the 'New Lead' button at the top-right of your BPro page. 

Immediately, you will see the new lead form open on your screen and you can begin entering your lead's information.  

Our new lead form is broken into 3 easy-to-fill sections: 

Once you are finished filling in the lead's information, click the save button at the bottom of the form!

Check out this video below to learn how to create new customers and the 'new customer form' fully explained!

Note:  Leads can vary greatly in detail, so you are able to create a lead by filling out just one field (i.e. email address).

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