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Sales > Lead

Add a New Franchise Sales Lead

Modified on: Mon, 16 May , 2022 | 02:41 PM

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1. Choose Sales from the left-hand menu.
2. Select Lead List.
3. Click on add new in the upper right-hand corner
4. Fill in all mandatory fields on the Basic Details tab (marked with an asterisk)
   First name
   Last name
   Email
   City or zipcode
   Lead source
   Lead owner
   Lead status
   
   
   
5. Click Save & Next to go to the Additional Details tab to add more information. 
   
   
   
6. Click Save & Next to go to the Custom Details tab
   OR
   Click Save & Close to save this record and close the lead creation process.