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How to create a lead manually
How to create a lead manually
Maria avatar
Written by Maria
Updated over 2 months ago


Creating a lead manually

2. Click Contacts > Leads

3. The quickest way to add a lead (with basic information) is to hover over 'Actions' and click 'Add Quick Lead'

4. Fill all the necessary fields

5. Click "Save"

6. Only click "Yes" if you need to add more information for this lead

7. If you'd like to include more event and contact information than is included in the 'Add Quick Lead' you can Click "Add New Lead"

8. Fill the necessary fields and click "Create Lead"


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