Creating a Lead in the Leads Module

Updated 10 months ago by Celina Kwan

  1. In the Leads module, Select +New to add a new Lead.

  1. Enter the Lead's information into the fields in the New Lead form.
Mandatory fields will highlight in red if a value is missing.
New leads will be set at the Unqualified Lead stage in the Leads module by default.

  1. Select Save.
  • Notice in the column setup, the newly created lead will display its creation date and time. The Close date will fill when the lead is eventually converted to a customer or archived as a cold lead.


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