How to Create a Lead
Follow these steps to create a lead in SubcontractorHub.
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.
Some information may be required fields set by your organization.
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.
