Whether you’re adding information on new leads or long-time clients, the process is the same. The only difference is the status you apply that identifies where the lead is in the lead lifecycle.
To add a lead:
- From the Home page, tap Sales Pipeline.
- Tap the Add Contact icon.
- Enter the lead details. Select a status of either New (never contacted) or Engage (contacted, but not yet qualified).
Tip: For more information on using statuses to track the progress of your sales opportunities, see Tracking the Lead Lifecycle Using Statuses.