You are here: Leads > Creating a Lead from My CRM
Creating a Lead from My CRM
As well as using the New menu button to create a new lead, you can also create new leads from within My CRM. To create a new lead from within My CRM:
- Select the Leads tab and click on the New Lead action button. The new lead gets assigned to you by default, but you can assign it to another user if you wish.
- Fill in the lead details and select Save.
Go to Leads home page...
See Also:
Searching for an Existing Lead
Lead Fields