How can I add a "Lead" on L365 CRM?

1. On the Homepage, expand Leads and Opportunities tab, a menu will drop and then choose "Leads Pipeline"


2. On the Leads Pipeline page, click "+Add Lead" button.


3. Fill up your data and the, click "Save" button.


Note: You can tag or assign that Lead into a specific Company, Contacts or Campaign.





Have more questions? Submit a request


Please sign in to leave a comment.
Powered by Zendesk