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How to Manually Create Leads

  1. On the left navigation, click Leads & Contacts > Lead Management > Leads.
  2. Click Create Contact
  3. Input the following:
    • Name - Lead's first and last name.
    • Email
    • Route to:
      • Lead Source - If chosen, choose a source. 
      • Individual - If chosen, choose an individual. 
    • Add to Group (optional)
    • Cell phone



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