Leads
To access this feature, open your CRM Dashboard and click on Lead. From the dropdown menu, select Leads to open the Leads page.
Add Lead
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Step 1
In the Lead section, choose Leads (the first option).
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Step 2
A page will open. Click on Add Lead / Create Lead.
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Step 3
A pop-up form will appear. Fill out all required information for your new lead.
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Step 4
At the bottom of the form, click the Submit button.
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Step 5
Your lead is now added to the CRM.
🎥 Video Guide
If you don't understand the process, watch the video help below. The video explains every step clearly.
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