Adding a lead

Most leads arrive by themselves from your website forms. When someone phones or walks in, add them yourself in a few seconds.

Venue and Business1 minute read

Adding a lead. Click any picture to see it full size.

Press New lead in the top bar (or the big + on your phone).
Choose who is adding it, the type and where they heard about you, then press Continue. That is all you need to save.
Fill in as much of the rest as you have: their details, anyone else involved and what they are looking for.
Press Save, then Open the record.

Already on file?If the person is already in the CRM, you are told before you save, with a link to their existing record.

Try this in the playgroundYour own private copy of Business CRM, with sample data. Nothing you do is kept.