Leads can be added manually at any time to enable tracking of potential sales or jobs. A lead can also be created automatically through a form action upon form submission. There are a number of ways to create new Leads:
To create one manually in the Web Portal, go to Sales > New Lead.
A new Lead can be created from the contacts list too. Go to CRM > All Contacts > + New Lead.
You can also create a new Lead for an already existing or specific contact tthrough the Contact Management page. From the Contacts page, select the edit arrow for the Contact > select Leads > select + New Lead.
To add Leads through the App, go to Sales > New in the top right, or + symbol in the bottom right.
.Can also create through the Contact in the App as well. Go to CRM > Swipe Left on chosen contact > New Lead.
From the Quick Actions on the Web Portal Dashboard > + Lead.
