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How to Create Leads From Contacts

  1. On the left navigation, click Leads & Contacts > Contacts. 
  2. Click on the name of the contact that you want to create a lead in. 
  3. On the right side of the page, click the Leads dropdown menu
  4. Click New Lead
    • A pop-up box appears. 
  5. Input your lead information then click Create Lead
    • Note: The contact may take a few minutes to appear in the contact record.



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