Home  >   FAQs   >  How to Add a Lead Using Actions?

How to Add a Lead Using Actions?

Table of Contents

Lets you add users who mentioned or replied to your Tweets as new leads in the CRM.

Follow these steps to add a lead:  
  1. Click Actions.
  2. Click Add Lead. You will be directed to the Add Lead window.

  1. The Twitter handle of the user by default is added as the Last Name .
  2. Enter the other details of the Lead record.
  3. Click Save

With this, you have successfully added a lead and created its lead record, which will be saved in the leads module.

Was this FAQ helpful?
0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2022 Vtiger. All rights reserved.