Add New Lead

Overview #

The Add New Lead feature allows users to create new contact records directly from the mobile application. This feature is commonly used when meeting new prospects or receiving customer inquiries.

Adding leads immediately ensures that valuable contact information is captured and stored in the CRM.

{screenshot of add new lead form}

Creating a Lead #

To add a new lead:

1. Open the Dashboard
2. Tap Add Lead
3. Enter contact information
4. Assign lead status
5. Save the lead

Required Information #

Typical fields include:

• Contact name
• Email address
• Phone number
• Company name
• Lead source

Benefits #

Adding leads quickly helps teams:

• Capture opportunities instantly
• Maintain accurate contact records
• Improve follow-up response time

Related Articles #

• Contact Details
• Lead Management
• Dashboard Overview