Whether you’re entering new leads or long-time clients, the process is the same. The only difference are the statuses you apply that identify where they are in the lead lifecycle. For more information on managing your Sales Pipeline using the new statuses, see Tracking the Lead Lifecycle Using Statuses.
To add a lead:
- Go to Contacts > Add Lead.
- Select a status of either New (never contacted) or Engage (contacted, but not yet qualified).
Enter the lead details. For more information, see Adding Contacts.
Sorry that this post was not useful for you!
Let us improve this post!
How can we improve this post? Please include your name and contact details if you would like us to reach out to you.