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How to add a new lead?
To add a new lead please go to CRM welcome Page -> "Add Lead"
OR
CRM->Leads Tab->"New Lead"
OR
CRM->"Add New" (Top left button) -> "Leads" option in drop-down.
You will be asked to fill the following fields:
- Assignee
- Company
- First name
- Last name
- City/Town
- Post Code
- Country/State
- Lead Source
- Campaign Source( List of your existing campaigns, if you haven't created yet, you can create new one by clicking on "Add New Campaign"
- Lead Status
- Industry
- E-mails
- Phones
- Fax
- Note
- Attachments
After completion of the fields, click the Save and Close button. Note: None of the fields are required.




