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Adding a New Lead

How to Add a New Lead​

Step 1: Go to the CRM System​

Navigate to the Leads tab.
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Step 2: Add a Lead​

Click the Add Lead button.
Fill out the lead information, including:

  • Lead Name
  • Email Address
  • Phone Number
  • Funnel Stage (sales pipeline stage)
  • Sales Person (assigned to follow up with the lead/deal)
  • Source Method (where the lead came from)

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Step 3: Submit​

Click Submit or Submit & Open.