You can create lead by following the given steps:
Step-1: Click on Prospects -> LEAD then click on Menu Actions -> New LEAD Option. LEAD form will appear.
STEP-2: Fill in the Lead detail, Address info and Description Tabs.
STEP-3: Assign Lead to User or team by selecting single or multiple entries from the list.
STEP-4: Click on Save Button.
STEP-1: Click on Prospects -> Leads . Leads list will appear.
You can edit Leads by following the given steps:
STEP-1: Select Lead from Leads list and right click on it. Select Edit Lead option. Leads form will appear.
STEP-2: Edit Lead’s Detail and Save the form.
STEP-1: Select Lead from Leads list and right click on it. Select View Lead option.
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