CRM Add a New Lead

CRM Add a New Lead



Example:  You met a potential client at an event. You want to enter his information into the CRM as a new lead in order to start tracking your communications with him.
How To: To add a lead you simply click the New Lead icon.

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The Lead Information screen opens.

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Entering a Lead Name is the only required field as the default.  All fields can be changed based on the needs of your organization.

Lead Profile: All of the important data that pertains to your lead is entered under the Lead Profile portion of the lead

Tip: Multiple addresses can be added to each lead profile and will be available for use other places such as during checkout in the Shopping cart section of Event Manager

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