CiuisCRM Documentation

3.5.How to create a Lead? #

Create Lead:

1. Lead can be found under Sales in the main menu.

2. To add a new lead, click on the  icon.

3. Enter the Lead Information, select the lead status and click “Create”.

4. Click on the Kanban icon  to display leads based on their status.

5.  For more options like importing and exporting leads click on the  icon .

Last updated on July 1, 2019
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