How To Create A Lead

Step 1: Click on the “Leads” tab on the left-hand side. 

Step 2: Click on the “Add Lead” Button.

Step 3: Fill out lead information: personal information, basic information, sales rep information, UTM information, campaign information, and assign them to a team member. 

Step 4: Click “Save”.

Step 5: You can now view your lead in the Leads tab. 

Note: Setter and closer information for a lead can be updated based on roles, ensuring visibility is restricted according to your organization’s hierarchical needs.