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Thursday, 31 December 2015

How do I create a lead?

How do I create a lead?

Create Lead (This is a demo)

Create Lead (This is a demo)
You can create a new lead by doing one of the following:
1) Use the global Create New menu.
2) Use the Quick Create sidebar item while viewing the Leads tab.
3) Click the New button next to the Recent Leads section of the Leads tab.

Fill in Lead Information

Fill in Lead Information
Fill in the details for the lead.

Save

Save
When you have finished entering the details for the lead, click the Save button.

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