How do I add a new lead?

How do I add a new lead?

To add a new lead:

  1. On the side menu, click + New Lead.
  2. Type the following Contact Information:
    1. First Name
    2. Last Name
    3. (Optional) Phone
    4. Email
  3. Type the Business Information:
    1. Company Name
    2. (Optional) Products Sold / Services Provided
    3. (Optional) Comments
  4. Enter the Referral Information:
    1. Type the name of the Referring Representative.
    2. (Optional) Type the Referring Rep Email.
    3. (Optional) Type the Referring Rep ID
    4. From the drop-down menu, select your Partner Group.
  5. Click SUBMIT LEAD.

Modified on: Wed, 7 Nov, 2018 at 6:14 AM