Web:
Step 1: Click on the 'lead' (funnel) icon from the toolbar on the left side of the screen.
Step 2: Click on 'Add leads' in the top-right corner.
Step 3: Fill out the form with the necessary details.
Note: Fields with the '*' symbol are mandatory.
Step 4: Click on 'Add'.
A pop-up to add products will be displayed.
Step 5: Assign the required products.
Step 6: After clicking on 'Add', a new lead is created.
Mobile:
Step 1: Log in with your credentials. Click the '+' icon in the center of the bottom panel.
Step 2: Click on the 'funnel' icon from the list of icons.
Step 3: Fill out the form with the necessary details. Enabling smart view displays mandatory fields only.
Note: Fields with the '*' symbol are mandatory.
Step 4: After clicking submit, a new lead is created.
