New Lead

New Lead

Like the “Shortcuts” menu, the “New Lead” section remains available on each page within the “Leads” category. This section allows you to add the most basic information for a new lead to your “My Leads” list. After entering the appropriate data into any or all of the available fields, click [Create] to add the lead to “My Leads”.

Pressing [Create] will automatically take you to the profile of the lead you have just created. From the View Lead screen you can edit or add additional information about the lead, as well as a variety of other functions.