FAQs in this section
Can I convert multiple Leads at once? How do I convert a Lead? How can I get notified when a Lead is assigned to me? Is it possible to delete all Leads? What is Contact or Lead Generation? How do I enable the Leads module? How to create a Lead using Quick Create? How do I transfer Lead ownership to another Sales rep? How do I export Leads?
How do I create a Lead from the Leads module?
Table of Contents
Follow these steps to create a Lead from the Leads module:
- Log in to your CRM account.
- Click the Main menu.
- Go to Essentials.
- Select Leads.
- Click +Add Lead.
- Fill out all the necessary fields.
- You can fill out only the mandatory fields (marked with *) or all the essential fields.
- Click View full form to see all the fields.
- Click Save.
Was this FAQ helpful?
0 out of 0 found this helpful.
Be the first to comment