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How can I manually add a lead?
How can I manually add a lead?

Leads are typically automatically added, however, you can manually add them too

Jon Nolen avatar
Written by Jon Nolen
Updated over 2 months ago

The following steps detail how you manually add a lead:

  • Go to the left pane

  • Click "+" on the top right of the page

  • Click the pen on the paper icon on the top left

  • Complete all relevant fields

  • Click Save where necessary

  • Enter the General Information fields

  • Complete all other relevant fields

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