Creating a new lead

Last Updated: May 18, 2018 at 5:19 pm

To create a new lead, click on +Create button and then click on Lead section.

A new lead will be created and will show up under the first milestone of stream.


The popup will open where you can create a lead by adding information and after that click on the Add button.

In popup, click on Create Contacts and then you will see one more popup where you can add contacts information of leads and after click on Add button.

  • Was this Helpful ?
  • Yes   No