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.
Modified on: Mon, 8 Jun, 2020 at 11:54 AM
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.
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