Add Lead

Leads are equal to Sales CRM where you can manage your complete sales activities, see detailed company and contact records, and view communication history in one place so you can manage leads without the hassle.

To add the lead into the system follow the below steps:

Step 1
Go to the Leads from the left-hand side menu option, you will get redirected to the ‘Manage Lead’ screen and click on the Create Lead button which is on the ‘Top Right Side of the screen’

Navigation Link:





Step 2
Fill up the required details in the form.




Step 3
After filling up the details, for the final updates, you need to click on the ‘Save’ button which is on the bottom of the page. 





View Lead 

Once you add the Lead you will be able to see the lead in to the ‘Manage Lead’ screen.