Adding a Lead

To add a new lead, click the “Add Lead” link in the side navigation.

To create a new lead, the only required field is the company name. The company name must be unique, if another lead or client company name is the same it will give you an error to enter a new name.

The next seven fields are optional fields that are extra information fields that you are able to enter about the client. Such as: address, phone, fax, toll free (TF) phone, toll free (TF) fax, email and additional info. Once you have completed your new lead, click the “Add Lead” button.

<< Back To Client Leads
Version 4.0
Site Map | Login | Powered By: Techweavers Inc.