Add a lead

Follow these steps to add a lead to your opportunities.

Step 1. Create a new lead

  1. Click "Sales" from the top navigation.
  2. Click the "Opportunities" link.
  3. Click "New Opportunity."

Step 2. Edit the opportunity details

  1. Edit the opportunity, including the required fields.
  2. Include a phone number to enable calling.

Step 3. Save the new opportunity

  1. Click on the save button.
  2. The new opportunity will now appear on the "Opportunities" page.

Check out the video tutorial for adding a sales lead.