Leads/How to Enter a New Lead

You can enter a new lead from the Leads module or directly from your Digital Dashboard. From the Digital Dashboard, simply click on New Lead in the Quick Links section.

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1. Click on New Lead. The New Lead form displays.

2. Enter lead details including the company information and primary contact information.

3. If you want to save this lead to a specific lead list, select the name of the list from the Lead List drop-down menu.

4. Click Save Changes.

Clicking on the Leads module brings you to where the leads are cataloged.

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