Create a Lead

In vtiger CRM, you can create Lead by

  • Entering data manually by filling Lead details form; or
  • Importing Lead from external sources.

Create Lead Manually

  • You can create Lead from Lead home page.
  • Select the Lead link from Sales header.
  • Click Create.gif icon on the toolbar.
  • Fill in the mandatory (*) and optional form fields.
  • Click Save button to finish.