Create a New Lead

How to create a new Lead

Introduction

There are a number of ways to create leads in your CRM. This time, I’ll run you through the most common ones.

How to create a new lead

Create a New lead from anywhere in the CRM

1. Roll your mouse over -> Contacts -> Leads and then click the -> + to the right of the leads menu
2. This will open up a new lead in edit mode
3. Enter data in the required fields
4. Enter any additional data
5. Click -> Save

Create a new lead using the “Quick create” menu

1. Roll your mouse over the -> Quick Create menu, then select -> New Lead
2. This will open up the “Quick Create” new lead window
3. Enter data in the required fields
4. Enter any additional data
5. Click -> Save