All Categories FAQ How to add a lead?

How to add a lead?

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.

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