Support Center

Creating a new lead

Last Updated: Apr 21, 2014 02:39PM IST
To create a new lead, enter the lead name in the textbox next to the Add Lead button.



A new lead will be created and will show up under the first stage of the pipeline. If you had created any default todos for that stage, the default todos will get attached to the lead created.



You can also click on the + button which will open up a modal where you can create a lead and all information such as contacts, notes, files etc in one go.



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