How to Create a New Lead

Before creating leads, the following should be set up in 

Action

1) Click on the leads icon on the toolbar

2) Select the "New Lead" button located in the top-right corner of the page

3) A pop-up window will appear. Fill out all of the appropriate fields

Customer: You can start typing the name of a customer you already have in the system. The customer name will pop up as you type. Or, you can select the “New” button at the end of the row to add a new customer.

4) Finish creating the new lead by clicking save

5) The lead will appear on the right side of the page listed under "My Leads".