To quickly add a new Lead, use the New Lead shortcut, to take you straight to the Add Lead detail screen.
Entered the required Client and Lead information and save. You can then access the saved Lead from the Lead Tracker dashboard.
New Lead Print
Modified on: Tue, 8 Nov, 2022 at 2:30 PM
Did you find it helpful? Yes No
Send feedbackSorry we couldn't be helpful. Help us improve this article with your feedback.