How to Manually Create Leads

Modified on: Wed, Oct 27, 2021 at 12:31 PM

On the left navigation, click Leads & Contacts > Lead Management > Leads.
Click Create Contact.
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