How to add a single new lead

Adding a new lead to your pipeline is very easy.  You can either add a single lead or import in bulk from a CSV file.

In this guide we will go over how to add a single lead, you can review this guide for instructions on how to import bulk leads.

All you have to do is click on +Lead button from the top right corner and complete the form.  The only mandatory fields are Lead source, Name and either phone OR email. You can leave the rest blank if you need to.

If you're creating a new lead and assigning it to another person, the system will automatically send out an email letting that person that a new lead has been assigned to them.

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Still have questions? Contact Support

 

 

 

 

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