Understanding & Adding Leads

Having leads in your business is an important thing to possess. It is important to also know how to add and keep up with lead information within the CRM. In this section, you will learn how to add leads into the CRM.

Note: Leads have the same view and functionality as Contacts. This is just another way to group and manage your contacts, and have a separate queue for your leads. Leads do not show in the Contacts section. You can easily convert Leads to Prospects or Customers by checking the box next to the lead and clicking on the Action tab. Please follow the steps below to add a lead to the CRM.

Step 1: Click on the + sign to add a new lead.


Step 2: Fill out the required fields and any of the fields you wish to fill in. Click on the additional details tab if you wish to provide additional information. Click on “Save and Close” once complete.


Step 3: If you would like to place a lead on a specific group, click on the checkbox under the group section that you would like to add the lead to. If you would like to add a group, click on Add group. Click on “Save and Close” once complete.