How can I add or update a Lead?

We'll cover

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  1. How can I add a Lead?

  2. How can I add a Lead at the top or bottom of a stage in Pipeline?

  3. How can I update a Lead?

  4. How can I add a Lead through Zapier?

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How can I add a Lead?

In order to add lead.

  • Navigate to leads module on dashboard

  • From the top right corner click on the New lead button

     

 

 

 

 

  • Fill the required detail

  • Click on save

Note : Leads can be associated with a person, an organization, or both.

How can I add a Lead at the top or bottom of a stage in Pipeline?

To add a lead at the top or bottom of the stage in the pipeline there is + (Add New) sign is available if you want to add the lead at the top you can click on + sign positioned at the top of the pipeline.

 

 

 

Similarly, if you want to add the lead at the bottom you can click on + sign positioned at the bottom.

 

 

 

How can I update a Lead?

Once the lead is created you can update the lead by clicking on the lead name.

 

Navigate to the dashboard. Click on Leads module. Click on any Lead name. Click On Update.

 

 

How can I add a Lead through Zapier?

In order to add a lead through Zapier, please refer to the link.

 

if you have any queries, contact at support@clientjoy.io